June 24 - 25, 2024
The Westin Copley Place, Boston, MA
· 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