Future Branches Boston 2024

June 24 - 25, 2024

The Westin Copley Place, Boston, MA

Brian Read

Chief Retail Officer STCU

Brian Read serves as the Chief Retail Officer at STCU, where he has responsibility for a wide array of areas including branch banking, business banking, investment services, and member operations and support. Prior to joining the credit union Brian enjoyed a 30-year career in banking, most recently as EVP/Head of Retail Banking at Umpqua Bank. His experience also includes various leadership positions in credit administration, product management, business banking, private banking, and wealth management. Brian holds a bachelor’s degree from Santa Clara University and an MBA from the University of Washington. He resides in Spokane, WA with his wife and two daughters. Brian is committed to community and civic development efforts. He has served as Chairman of the Spokane Workforce Council and is currently a member of Greater Spokane Inc.'s Leadership Advisory Council and Economic Development Committee.

Day One: June 24th 2024

1:55 PM Panel Discussion: The Importance Of Doubling Down On Retention Amidst Increasing Acquisition Challenges

·      Focusing on the experience your customers are having and making sure any issues are easily resolvable

·      Showing customers how much you value their opinion by asking feedback through surveys

·      Building a thoughtful approach to long term customer relationships, and harnessing the best tech to foster them

·      Capturing and catering content and financial education around individual customer interests

·      Using data and customer insight proactively and meaningfully boost engagement across all channels

·      Sharing your values and helping customers understand how you align with their values

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

Download The Latest Agenda