Future Branches Boston 2024

June 24 - 25, 2024

The Westin Copley Place, Boston, MA

Cody Willis

Senior Integration Strategist Kinective

Cody Willis is a senior integration strategist at Kinective, a leading provider of connectivity, workflow, and analytics software for the banking sector. Having worked with more than 400 banks and credit unions on retail technology strategy and deployment, he leverages his expertise to provide insights and guidance to better help retail financial institutions find growth opportunities and reduce costs through process improvements. In his current role, Willis identifies key areas within the financial institutions’ retail/back-office operations where time consuming processes can be better aligned to consumer engagement, product sales and/or relationship building activities. Willis is active in the larger industry where he has been a frequent speaker at top banking and credit union conferences speaking on Retail Banking and Branch of the Future Strategies. Each year, he presents at least ten events nationally, influencing universal bankers to transform the way financial institutions interact with their consumers on a relationship level. He received his Bachelor of Science in Business, Management and Marketing from Arizona State University.

Day One: June 24th 2024

1:55 PM Panel: A Billboard, A Deposit Generator or a Café: The Continuing Evolution of Branch Purpose

  • What are the different formats that financial institutions are exploring?
  • How are you best using the space you have to reflect your updated branch goals?
  • Are you thinking about your customer’s in branch journey when making these updates?
  • How do you keep the identity of your brand present within your updated space while implementing new designs and technology?

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

Download The Latest Agenda