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Branch Transformation 101, 201, 301 – 3 Part Webinar Series on Industry Best Practices

September 5 @ 12:00 pm - 1:00 pm EDT

|Recurring Event (See all)

One event on September 5, 2018 at 2:00pm

One event on September 6, 2018 at 12:00pm


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So many industry practitioners asked if David Peterson would do this event again that he’s agreed to do an encore performance!

Banks and credit unions have seen unprecedented decline in customer transactions at brick-and-mortar branches over the last decade. While experts may envision the ultimate demise of the physical branch in light of mobile banking and virtual interaction, banks have an opportunity to redefine the role of the branch. The focus is no longer about transactions, but about how to create an experience that supports the dominant self-service channel that the virtual branch has become.

In this 3-part branch webinar series, David Peterson covers the changes that are occurring in branches, highlights banks that are leading this change, and provides strategies to consider for your bank or credit union.

PART 101

New Physical Branch Models and Strategies

Wednesday, September 5, 2018

  • 12:00 – 1:00 pm ET
  • 11:00 – 12:00 pm CT
  • 10:00 – 11:00 am MT
  • 9:00 – 10:00 am PT

Drivers behind the reduction in branch customer interaction and new approaches to brick-and-mortar banking

  • Why We Need Branch Transformation
  • Why are There Less Customers in the Branch
  • What Consumers Need From a Branch
  • Likely branch channel changes coming
  • Strategies for Branch Transformation


PART 201

Transforming Branch Operations and Offerings

Wednesday, September 5, 2018

  • 2:00 – 3:00 pm ET
  • 1:00 – 2:00 pm CT
  • 12:00 – 1:00 pm MT
  • 11:00 – 12:00 pm PT

Strategies that refocus the branch for engagement:

  • Consultative Selling
  • Education
  • Problem Solving


PART 301

Integrating the Virtual Branch

Thursday, September 6, 2018

  • 12:00 – 1:30 pm ET
  • 11:00 – 12:30 pm CT
  • 10:00 – 11:30 am MT
  • 9:00 – 10:30 am PT

Integrating the transformed physical branch into the overall service and branding of the institution. Providing a unified user experience across channels. Strategies for considering and supporting multiple existing branch scenarios.

  • Integrating Branch into Overall Customer Engagement Strategy
  • Strategically Planning for New Branches
  • Q&A discussion for Branch Transformation Bootcamp


$549 for all 3 Webinars and Playbacks* *Playback has no expiration and may be shared internally

Want to register for just 1 or 2? Click on a link below to register for individual events. Just $249 each for webinar and playback*
Register for Part 1 ONLY
Register for Part 2 ONLY
Register for Part 3 ONLY

Credits for all 3

  • 4.8 AAP Credits
  • 4.5 CPE Credits

Your Speaker

David Peterson
President, U.S. Dataworks
Founder, i7 Strategies

About the Speaker

David Peterson is President of U.S. Dataworks, serving on the board of several industry related companies and associations, and is a serial entrepreneur with start-ups in retail and professional services.

David has inspired international audiences to rethink how innovation happens in their organization. He helps business leaders foster a culture of innovation that capitalizes on workforce diversity and instills accountability for driving growth. As the founder and CEO of Goldleaf Technologies, a leading provider of electronic payments software and a pioneer in the fintech industry, David understands the critical need to combat status-quo thinking to achieve sustainable profits and competitiveness in any industry.

David is the author of the best-selling book Grounded: Anchored Management for Strategic Leadership and Effective Decision-Making (Little River Publishing, 2016). His approach to strategic innovation has been praised by everyone from C-Suite executives to entrepreneurs to millennials.

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September 5
12:00 pm - 1:00 pm
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