Catrina Tate

Explore how banks are updating their branch formats to reflect current goals and the changing purpose of the bank branch, while communicating a cohesive brand identity across formats and experiences. Panelists will share innovative branch designs and address how to use digital signage, design and messaging to connect with customers. Whether it’s upgrading in-branch technology to match digital branding or creating a café or community space that addresses your local area, get takeaways for:  

• maximizing the potential of your current branch footprint to reflect updated goals and customer needs 
• synchronizing your design, signage and messaging to create a cohesive presence  
• ensuring a seamless transition for customers between teller, self-service and online interactions

Is it human? Is it digital? Is it a super interesting and revolutionary crossover? Innovations that merge digital convenience with in-person care are transforming the way customers experience banking. Join us to explore how banks and credit unions are innovating at the intersection of digital and in-person services, blending cutting-edge technology with the human touch to deliver exceptional value where the customer is at, or wants to be. Attendees will also gain insights into:  

• evaluating your channels and CRM to find gaps in data and experience 
• leveraging customer data for more tailored and meaningful interactions 
• new ways to incorporate technology into the in-person experience and humans into the digital experience 
• crafting a strategy that unites digital and physical channels under one cohesive brand vision