Allison Boyle

Vice President, Experience Wellby Financial

Allison Boyle is a Vice President at Wellby Financial, where she oversees the retail branch network, learning and development, and organizational development. She is passionate about transforming the member experience through operational excellence, leadership development, and frontline empowerment. Allison’s work focuses on connecting branch behaviors to enterprise results while building confident, people-centered leaders who drive growth, trust, and service excellence.

Equipping Teams and Branches to be Human-First, Tech-Assisted Relationship Builders

11:05 AM Panel: From Goals to Incentives: Building Sales Culture That Drives Sustainable Growth

Creating a high-performing sales culture requires more than setting targets—it demands a thoughtful approach to incentives, behaviors, and alignment with organizational values. This panel brings together banking and credit union leaders to explore how institutions can design programs that motivate staff, encourage cross-selling, and drive growth without compromising member trust or compliance. Panelists will share real-world strategies for fostering a culture where goals, rewards, and behaviors are fully aligned to achieve sustainable results. Join this session to learn how to move from setting targets to creating a sales environment that empowers employees, protects your brand, and delivers lasting impact. Participants will leave ready to:

Align sales goals with incentives that reinforce long-term, sustainable growth
Design cross-selling programs that balance profitability, compliance, and member satisfaction
Cultivate a culture where staff are motivated, accountable, and engaged
Use data and technology to guide sales strategy and measure meaningful outcomes
Integrate financial and non-financial motivators to support diverse employee needs

Check out the incredible speaker line-up to see who will be joining Allison.

Download The Latest Agenda