CEB Retail Banking
Leadership Council

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 strategic guidance and tactical tools on the topics most important for their function 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


Cross Sales and Share of Wallet

Innovation and Trends

Social Media Strategy

Segment Insights and Delivery

Talent and Productivity

How CEB Helps You

The New Drivers of
Retail Banking Loyalty

Learn More

Our Current Research:
Disrupting Within the Bank

The challenges of digital disruption have shifted from primarily about where - the channels customers use - to why customers engage with banks.  Devices and information are changing how customers manage their financial lives, creating opportunities for banks to continuously support customer financial management.  

Download PDF

Align Your Retail Banking
Strategy with Technology

CEB Ignition™ Retail Banking Technology Accelerator provides insights and analyses on the latest in retail banking technology to help executives make strategic IT decisions with confidence.

Speak with our team to learn more.

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

What Our Members Are Saying

Featured Resources

Related Services

From Our Blogs

Financial Services Operations: 3 Benefits of Measuring Customer Effort
Customer effort is a powerful metric that can be understood by all, and that can unify disparate teams around a common goal. One insurer in CEB's networks has used it to good effect. 11 Apr 2016
Wealth Management: How Top Advisors Influence Clients Without Breaking the Rules
The best advisors challenge their clients and pressure them to make difficult decisions that will benefit them later in life. Not only are these advisors the most effective, they are seen as the most likely to be looking out for their client's interests. 29 Mar 2016
Commercial Banking: Make Your Value Proposition Stand Out in a Tough Revenue Environment
As the economic headwinds of 2016 gather pace, it's vitally important to have a value proposition that differentiates you from the competition. 28 Mar 2016

In the News

Study: More Than Half of Americans Would Replace Banks With Tech

When Buying Gift Cards, Know Your Audience (and Their Age)
The New York Times

Chase Pay Bets Big on an Unproven Strategy
American Banker (subscription required)

More Data, Better Decisions: The Case for Data Aggregation in Wealth Management
Trust Advisor

Why a Future Credit Crunch May Be a Good Thing for Your Business

New Case Highlights the Confused State of Gift Card Regulation
European CEO

Silicon Valley: We Don’t Trust FICO Scores
The Wall Street Journal (subscription required)

ISOs Send Mixed Signals on Automation
Payments Source

Some of Our Members