Significant discussions are ongoing about the future of the physical branch. Some recommend converting branches into automated self-service transaction centers. Others suggest lobby makeovers akin to upscale hotels or coffee bars. But none of these options address the fundamental question: what compelling reason does a customer or prospect have to come into the branch in the first place?
The advance of the virtual branch – and the ability of customers to transact at a time and place of their choosing – have severely reduced branch traffic. With negative PR dissuading banks from closing low performing branches, it is time to consider a new paradigm and reexamine the root issue. The key is engagement: creating reasons for customers and prospects to interact with the institution, both online and in person. Join this content-rich session to learn specific strategies for an engagement-driven branch service model that will integrate into and augment your virtual branch services.
ABOUT THE PRESENTER – David Peterson, i7strategies
David Peterson is an eBanking pioneer, with a national reputation as an expert in financial technologies and electronic payments. David serves as Chief Strategic Officer of i7strategies, an independent strategic planning and consulting firm for financial services and electronic payment initiatives. He was the founder of Goldleaf Technologies, a leading provider of electronic payments software and online banking services to independent financial institutions.
David previously served as EVP for Q2, a virtual branch software provider where he focused on enterprise-wide strategic initiatives, product direction, and executive consulting. He remains active in payment virtual banking initiatives, serving as Chairman of GACHA. A dynamic, engaging presenter, he has performed thousands of presentations and led dozens of strategic planning sessions and workshops for financial institutions and FI service providers.
This informative session is designed for C-suite management, branch management, marketing, and those who train frontline staff.
This webinar is being hosted through a national webinar provider. Wisconsin state law will not be addressed.
Thursday, December 15, 2016 2:00 PM - 3:30 PMCentral Time
Cvent Online Event Registration Software | Copyright © 2000-2016 Cvent, Inc. All rights reserved.