Future Branches Boston 2024

June 24 - 25, 2024

The Westin Copley Place, Boston, MA

Jonathan Meeks

VP, Community Development and Growth Wellby Financial

Day One: June 24th 2024

4:45 PM Panel: Becoming Your Customer’s Trusted Ally by Providing Easy to Access Financial Education

·      Understanding that customers are going through a tough time financially at the moment

·      Coming up with education that fits their specific needs and offering it in a way that makes sense for them

·      Comparing tools and technology you can use to be providing this information

·      Getting your team members trained to have conversations surrounding a customer’s financial health

·      Harnessing the power of your branch to be a place where this information can be shared

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

Download The Latest Agenda