Future Branches Boston 2024

June 24 - 25, 2024

The Westin Copley Place, Boston, MA

Jessica Mooney

Retail Area Director Georgia's Own Credit Union

Day Two: June 25th, 2024

2:50 PM Panel: Prioritizing Authenticity & Transparency To Align With Changing Consumer & Employee Expectations

·      Being open with customers about your business operations, balance sheets and liquidity

·      Acknowledging that being transparent with employees first will allow for this to pass on more easily to customers

·      Understanding that transparency is going to be the key to engaging with current & future customers

·      Prioritizing communication regarding advice on financial planning based on the customer’s goals or spending habits 

·      Evaluating the role of trust in customer retention as well and how it can lead to better loyalty

Figuring out how to be in contact with customers during moments of stress in the current uncertain economy

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

Download The Latest Agenda