Web Seminar

From insight to action: how retail banks can win now

Past event date: May 13, 2026 Available on-demand 60 Minutes
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Speakers
  • Katherine Regnier
    CEO
    Coconut Software
    (Speaker)
  • Tiffani Davis
    Vice President, Manager of Client Experience
    Centier Bank
    (Speaker)
  • Aaron Young
    SVP Retail Operations
    Credit Union of Southern California
    (Speaker)
  • Marty VanZwietering
    CTO
    (Speaker)
  • Mike Sisk
    Contributing Editor
    American Banker
    (Moderator)

Banks have invested heavily in digital channels, yet many still struggle to turn customer intent into actual revenue. The banks that win in 2026 won't simply invest more in any single channel—they will connect technology, people, and branches into one seamless experience where growth happens when intent meets readiness.

Join us on this American Banker webinar, where Katherine Regnier, CEO of Coconut Software and a panel of banking experts will share practical strategies for revenue growth, branch evolution and human-centric AI—including fresh insights from our new research with Future Branches.

We'll discuss how to:

  • Convert high-intent digital applications into purchased products and meaningful advisor conversations.
  • Align advisor staffing and capacity with real demand patterns to reduce burnout and improve trust.
  • Redesign the role of the branch and hybrid experiences to support advisory-led growth and customer trust.
  • Use AI and analytics thoughtfully to augment, not replace, human judgment in frontline and branch experiences.