CEB Retail Banking Leadership Council is a membership for innovative retail banking executives who want to optimize the performance of their business. Our research and insights are rooted in the challenges our members deem most important and span topics that impact your organization's day to day as well as longer-term strategic initiatives. We use relationships and learnings from the best financial institutions to help you and your team save time and make better decisions.

Our Research Focus

Equipping our members with the strategic guidance and tactical tools on the topics most important for their business is at the heart of what we do. We don't just point to where you need to go: we provide you with a roadmap and a suite of implementation tools to get you and your team there. Key topics include:

  • Customer Experience and Service
  • Channel Strategy
  • Acquisition
  • Cross Sales and Share of Wallet
  • Innovation and Trends
  • Social Media Strategy
  • Segment Insights and Delivery
  • Talent and Productivity

Our Latest Research: Driving Digital Loyalty

In a digital world, the traditional chief driver of loyalty—live service— may actually be the main source of disloyalty. This year, we're helping retail banking providers understand how to serve and earn the loyalty of more digitally oriented customers.

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Speak with our team to learn more.

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Membership Features

Research and Insight: Unique research and tools to help business leaders evaluate new issues and challenges

Proven Best Practices: Tested approaches to solving business challenges from our network of leading companies

Advisory Support: Personalized expert guidance and project support for pending decisions, new tactics, internal presentations, and other needs

Decision and Diagnostic Tools: Customized, actionable views of the most important performance metrics in your function

Peer Benchmarks: Relevant, quantitative data and analysis to help allocate resources and target areas with the highest impact

Executive Networking: On-request advice, feedback, and perspective from peer interaction with hundreds of leading executives

Live and Online Learning Events: A wide variety of events exclusively for senior executives, as well as staff training and skill development opportunities

Featured Resources

2016 CEB Financial Services Technology Summit

Join financial services strategy and technology executives next April in Boston to discuss what loyalty means in the digital era and how to leverage technology to earn deep relationships.

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The New Drivers of Retail Banking Loyalty

In a digital world, building customer loyalty requires many banks to rethink their sales, marketing, and technology strategies.

Here's How

Apple Pay: Twitter Chat Highlights

We recently hosted our quarterly Twitter Chat series on the impact of Apple Pay. Review the highlights of the event and explore additional related resources.

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Key Imperatives for 2015

Drive business impact by improving sales and advisor performance, redefining the customer experience, and transforming operations.

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What Our Members Are Saying

Hear from Chris Edwards, head of Insight & Retail Strategy at Yorkshire Building Society.

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Some of Our Members