October 27, 2026

1 PM – CDT, 2PM EDT

What Does a Successful Overdraft Program Look Like in the Real World?

Pinnacle’s Client Success Team is in the overdraft world every day, helping banks and credit unions manage, evaluate, and optimize their programs. They see firsthand where programs struggle, where opportunities are being missed, and how the right combination of strategy, technology, and ongoing management can create measurable results.

In this webinar, we’re taking you behind the scenes of real client success stories from financial institutions that faced very different overdraft challenges, from improving revenue and collections to modernizing technology, transitioning to dynamic limits, reducing operational costs, and navigating compliance-driven program changes.

You’ll see where each institution started, the challenges they faced, the strategic changes they made, and what happened next.

Topics will include:

• Growing and sustaining overdraft program performance
• Balancing compliance changes with revenue objective
• Moving from fixed to dynamic limits
• Improving collections and reducing charge-offs
• Using SmartTech automation to streamline program management
• Identifying opportunities that may be hiding inside an existing program
• Why some institutions continue with ongoing performance management even after achieving significant improvements

These are not hypothetical scenarios or generic best practices. They are real financial institutions, real challenges, real strategies, and real results—seen through the perspective of the Pinnacle team helping manage these programs every day.

Join our Director of Client Services Kayla Shehane and her team for a live discussion and inside look into our client’s overdraft success stories.