#client-director-only 2025 Wrapped
This is the most common opening word on slack messages posted in 2025.
What is "Hey"?
This gap grows the higher the promoted rate is.
What is the COF discount?
This is what allows VASA/Surelock to close the adoption gap.
What is the remain in strategy?
These two people had contracts signed on the very last day of the year.
Who are Sam and Shawn?
This is the churn goal for 2026.
What is $5.8M?
What is the thumbs up emoji?
This is how much less Kasasa FIs who followed our guidance have had to rely on hot money like CDs.
What is half?
This is the first place to look to understand what the institution is offering today.
What is the FI's website?
This was the month in 2025 with the most client engagements logged.
What is February? (420)
This is the NON-NII sales goal for 2026.
What is $452K?
This person posted the most gifs to the channel in 2025.
Who is Chavis LeSane? (17 gifs)
This is the first thing to do when someone wants to lower their rate.
What is ask about their goals?
This should be sent to clients ahead of time to warm up VASA conversations.
What is Gabe's most recent webinar?
This person hosted the most institutions (not individuals) at Get Lit in 2025.
Who is Haley? (8)
This is the best way to ensure you hit your goals in 2026.
What is Proactive consultation and working as a team?
This person used @here the most times in 2025.
Who is John Butler? (106 times!)
This visual helps FIs see how their rate and COF compare to long-term forecasts.
What is the Fed Dot Plot?
This is the most common mistake that stalled VASA momentum in 2025.
What is ending a meeting without scheduling the next meeting?
This person sold the most core conversions in 2025.
Who is John Drazic? (5)
This is what we'll be using instead of EV in 2026.
What is ARR or Annualized Recurring Revenue?
This person posted the most times in 2025.
Who is Trent Warsham? (229 messages)
These are the 3 things we know about how reward checking drives growth.
What is...Rate gets them in, Cap grows deposits, and Reward Savings grows deposits and deepens the relationship?
In the latest data available, this is the percentage of users who visited the dashboard during the 30-day notice period and chose to remain in the account.
This person logged the most client engagements in 2025.
Who is Trent Warsham? (522)
This is the NII sales goal for 2026.
What is $5.18M?