Branch Transformation Series – Part 1
This is part of a three-part webinar series on Branch Transformation. To view or purchase the entire series, click here.
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
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.
- Current Branch Assessment
- Factors Leading to Need for Branch Transformation
- Examination of Who Tomorrow’s Customers Will Be
- The Case for Branch Engagement
CEOs, EVPs, CFOs, Retail and Commercial Branch Managers, Branch frontline staff, and anyone interested in how to make their branches more relevant.
A dynamic and engaging presenter, David Peterson has performed thousands of presentations and led dozens of strategic planning sessions for both financial institutions and service providers. He has been a keynote speaker for numerous associations, banking schools, and industry trade groups, including ICBA, NACHA, BAI, and GSBC, as well as numerous state and regional associations across the country.
As a seasoned entrepreneur and thought leader, he has written frequently in regional and national publications on a wide range of electronic banking, virtual branch, payments and strategic thinking topics.
David serves as Chief Strategic Officer of i7strategies, an independent strategic planning and consulting firm for financial services and electronic payment initiatives. He was also the founder of Goldleaf Technologies, a leading provider of electronic payments software and online banking services to independent financial institutions in the U.S., where he was instrumental in establishing electronic banking and payment systems for commercial banks.
David previously served as Executive Vice President for Q2, a virtual branch software provider, where he focused on strategic initiatives, product direction and executive consulting. He remains active in U.S. payment virtual banking initiatives, serving on the Boards of PaymentsFirst, a regional payment association based in Atlanta, Georgia that serves over 350 members, and ArgosRisk, a systemic risk tracking service provider, based in Minneapolis, Minnesota.
Institute of Certified Bankers: Visit http://www.icbmembers.org/login.aspx for instructions regarding self-reporting. Estimated credits: 2.5 CE Credits
Live Webinar which includes 7 Day On-Demand - $265
Six Month On-Demand – $295
Live plus Six Month On-Demand – $365
CD-ROM (Includes Six Month On-Demand) – $325
Premier (Includes all options) – $395
Additional Locations – $75
Online: Click here.
Phone: Call Total Training Solutions at (800) 831-0678
Register online up to day of event. Earlier registration allows time to check your computer for an optimal experience.