Branch Transformation Series - 3 Part Webinar

This three part series includes the following webinars. Click each link for a complete description of what will be covered in each session. Each webinar can also be purchased individually.

If your financial institution is typical, you probably have more branches than you need, and the ones you have are too big. Moreover, based on expanded use of the virtual branch, branch visits are down, making your offices too empty. What can you do?

This series, presented by renowned ebanking and payments pioneer David Peterson, will examine opportunities and challenges with physical branches, profile financial institutions leading this change, and provide specific strategies to consider for your financial institution.

Session 1: Making the Case for Branch Transformation (November 2nd, 2015)

This session documents root causes of reduction in branch traffic and explores how you can rejuvenate customer interest. We'll examine potential branch models, identify multiple strategies for how financial institutions are addressing physical branch transformation, and examine success stories.

Session 2: Transforming Your Branch Operations and Staff (November 9th, 2015)

This session focuses on changes needed in branch activities to adapt to the transforming environment. We'll focus on three critical areas: consultative selling, education, and advanced problem-solving - and what it will take to transform your existing branch operations into strategic engagement centers.

Session 3: Integrating with your Virtual Branch (November 16th, 2015)

This session examines integration of your transformed physical branch into the overall service and branding of your financial institution. We'll focus on how to provide a unified user experience across channels, and how you can use your transformed branch in concert with a robust virtual branch. We'll also discuss the strategic path forward for multiple existing branch scenarios. This session will also include an extensive Q&A on the entire branch transformation series.

Covered Topics:

  • Current Branch Assessment
  • Factors Leading to Need for Branch Transformation
  • Examination of Who Tomorrow's Customers Will Be
  • The Case for Branch Engagement
  • Three Key Branch Engagement Activities
  • What to Do When Your Branch is Too Big
  • Repurposing Your Branch Staff
  • Integration of your Transformed Branch with your Virtual Branch
  • Strategies for New Branches
  • Extended Q&A

Who Should Attend?

CEOs, EVPs, CFOs, Retail and Commercial Branch Managers, Branch frontline staff, and anyone interested in how to make their branches more relevant.


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   OnDemand Recording - $805   
   CD-ROM - $945