Strategic Value of Retail Branch Transformation Bootcamp (3 Parts)

Financial institution branch visits have experienced the one-two punch of increased online self-service tools and recovering from a pandemic which forced the proliferation of out of branch service. Some experts still espouse the ultimate demise of the physical branch, but banks thinking strategically have an opportunity to redefine the very purpose of the branch. 

The focus is no longer about transactions, but about how to create an engaging experience that supports the transactional focused virtual branch and entices existing and new customers to come into the branch.
 
In this 3-part branch transformation 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.

During this webinar bootcamp, attendees will learn:

• Why we need branch transformation
• What constitutes in-branch engagement
• Review of new branch models aligned to targeted outcomes
• Strategies for Branch Transformation
• Integrating the branch into overall customer engagement strategy
• How branch transformation aligns with new customer acquisition
• Strategically planning for new branches
• Q&A discussion for branch transformation

Part 1 - New Physical Branch Models and Strategies

Part 2 - Transforming Your Branch Operations and Offerings

Part 3 – Strategically Focused on Engagement 

*This program does NOT qualify, nor meet the National Standard for NASBA accreditation.