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Thursday, March 13, 2014

5:00 p.m. - 5:45 p.m.
Track: Branch Optimization View Track


Dave Kerstein, Founder and President, PEAK PERFORMANCE CONSULTING GROUP
Brent Tischler, Senior Vice President, Director of Channel Optimization, ASSOCIATED BANK
Andy Harmening, Senior Executive Vice President & Regional Banking Group Head, BANK OF THE WEST
Mark Iniguez, Formerly Director of Network Strategy, SANTANDER

Retail banking is facing a difficult challenge.  Channel preferences are changing and teller visits are declining. But customers still value branch convenience as the most important factor in bank selection, and branches are still the primary channel for customer acquisition and consultative sales for both consumers and small business. Banks must evolve their retail distribution strategies, but what kind of branches - and what kind of branch network – do we need for the future.  This session will highlight strategies for creating more efficient branches, and a more efficient branch network.

  1. Video banking, pop-up branches and other new formats. What is the “branch of the future?”
  2. Combining traditional, digital, and self-service – making it work on the front lines.
  3. Is the Universal Associate the answer to staffing retail branches? Successful strategies for implementation, and pitfalls to avoid.

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