Future Branches Boston 2020

The Branch. Reimagined.

Digital banking has pushed the branch to a fundamental inflection point. Financial institutions must rethink, reimagine, and retool branches if they are to succeed.

Future Branches is two days of action-packed stories, conversations and connections with the top minds in retail banking. We will explore how leading financial institutions are revamping retail banking technology, retooling front line associates, and creating the branch and retail banking experience of the future.

You’ll get actionable strategies to provide personalized high touch experiences for today’s customers. This is THE meeting place to benchmark against the best of the best in financial services.

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“Totally exceeded my expectations … see you next year!”

Tammy Phelps, VP of Operations

“I really found this conference to be unique from others. Really glad I came!”

Debbie Almstrom VP, Branch Administration

“Best banking conference I’ve attended in the past ten years”

Jim Schneider, President

2019 Attendees Included

Future Branches is the ONLY event gathering an audience of senior retail banking executives looking for the next breakthrough technology to take them into 2020 and beyond. Our attendees represent all aspects of financial services in America, from large banking institutions to community credit unions.

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2019 Featured Speakers Included

Jeremy Balkin
Head of Innovation
HSBC

Nitesh Patel
Head of Corporate Real Estate Services
Standard Bank (South Africa)

Erynne Hallock
VP of Retail Delivery
Whatcom Educators Credit Union

Aleda Amistadi
Senior Vice President | Retail and Operations
PeoplesBank

Pete Mattingly
Head of Branch Administration & Operations
JPMorgan Chase & Co

Jordan George
Head of Leadership & Talent Development
CFE Federal Credit Union

Ronald Belle
Chief Experience Officer
AmeriCU

Lauretta Chrys
Head of Network Distribution
Citizens Bank

Andrea Pruna
Chief Retail Officer
NECU

Mark Sanchioni
SVP, Director of Retail Banking
UnitedBank

Ronald Belle

Chief Experience Officer
AmeriCU

Nitesh Patel

Head of Corporate Real Estate Services
Standard Bank (South Africa)

Mark Sanchioni

SVP, Director of Retail Banking
UnitedBank

Aleda Amistadi

Senior Vice President | Retail and Operations
PeoplesBank

Kimberley Braswell

Chief Talent Officer
Member One Federal Credit Union

Jordan George

Head of Leadership & Talent Development
CFE Federal Credit Union

Jeremy Balkin

Head of Innovation
HSBC

Erynne Hallock

VP of Retail Delivery
Whatcom Educators Credit Union

Lauretta Chrys

Head of Network Distribution
Citizens Bank

Andrea Pruna

Chief Retail Officer
NECU

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Inspiration & Innovation. Only at Future Branches

Learn From Those Leading The Way

Get actionable insights to transform your bank experience. Our agenda is 100% focused on addressing your biggest challenges and opportunities. You’ll hear from the trendsetters, visionaries and trailblazers who are revolutionizing the branch experience, and walk away with strategies that will deliver personalized experiences for your customers.

Immersive Learning: Our Exclusive Branch Tours

See innovation in action. This is the only event that provides immersive learning through high touch experiences. Join our exclusive branch tours, one of the most exciting parts of the event, and see first-hand how your peers are merging physical and digital experiences within their properties.

Exclusive Peer To Peer Networking

Build connections like never before. Benefit from tons of interactivity with over 15 hours of discussion groups, creative think-tanks, roundtables and structured networking activities every day. This is your opportunity to develop relationships, make new contacts and speak “off-the-record” with your peers.

Your Two Day Schedule At A Glance

July 23: Reimagining the Purpose of Your Branch Network

Keynote: Retail Isn’t Dead… And Neither is Your Branch Network
Keynote: Overcoming A Staid and Traditional Company Culture to Secure Buy-In For Branch Innovation
Panel: Your 10 Year Strategic View: Planning The Future Of Your Branch Network
Keynote: Mapping the Design of Your Branch
Panel: Enabling Growth of Your Institution with Service and Sales Automation
Panel: Rolling Out ITM’s: Is it Worth it for Your Footprint
Panel: Establishing Your Branch Mix- What Size and Style Should Go Where?

July 24: Equipping Your Branches with Best in Class Staff and Optimal Tech

Keynote Fireside Chat: Planning the Ultimate Branch Experience: Can You Read Your Customer’s Mind?
Keynote: Blending Teams and Back End Processes When Merging With Or Acquiring New Branches
Leveraging Your Branch Network to Drive New Customer Acquisition
PANEL: Taking On The Branchless Bank: Should You Be Concerned?
Keynote Fireside Chat: Planning Your Wealth Management or Private Wealth Strategy
Branch Technology Roundtable Discussions
Case Study: Developing Soft Skills: Turning Your Current Employees into ‘Relationship Managers’
PANEL: Network Segmentation: Personalizing Your Branches Based on Their Location

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Bring The Team

Financial Institutions are sending teams to Future Branches to explore next generation retail banking strategy and technology

Join Our Community

You'll join 400+ branch transformation leaders over three days of insight, interaction, and innovation. You will develop relationships, make new contacts and experience an event unlike any other. You'll come as an attendee, and leave as part of a community.