Future Branches Boston 2021

2021

The Westin Copley Place, Boston, MA

Billie Cardenas, COO, CXE Chief Experience Evangelist at Sun Community Federal Credit Union
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Billie Cardenas


COO, CXE Chief Experience Evangelist
Sun Community Federal Credit Union

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

Download The Latest Agenda

Day One: Thursday July 23rd 2020 Reimagining Branch Design, Staffing & Technology

Thursday, July 23rd, 2020


2:10 PM Case Study REMIX: Seeking Guidance: Turning Your Branch Employees into Financial Therapists

The uptick in things like money saving apps and a customer’s overall desire to better understand their holistic financial picture says something about what customers want today. AND gives banks something to strive for when it comes to making their branches more relevant. If they can make their branches places where customers can come in and get help from a universal banker in planning what they should be doing with their money to achieve their goals, this could establish further customer trust, increase deposit share and give their branches a new meaning. How can today’s institutions be making their employees into financial therapists who can hold the hands (and safeguard the money) of their customers through life’s important moments? 

After 20 minutes of presenting, our presenter will ask the audience to discuss a follow up question together in small groups for 10 minutes.