Future Branches Boston 2019

July 23 - 24, 2019

Westin Boston Waterfront, MA

Michele Moore


Vice President, Branch Banking
SECU

Day One: July 23rd 2019 Reimagining The Purpose of Your Branch Network

Tuesday, July 23rd, 2019


12:15 PM Panel: Enabling Deposit Growth For Your Institution with Service and Sales Automation in Branch

For those that don’t have the luxury of adding new locations to grow, how do you start bringing new money in from existing and new clients? In many cases, that involves adding in new technology that will both move easy transactions to self service and put the needs of the customer right in the hands of your teller. With less menial transactions to take care of and more info on the customers walking in the door, your tellers can start to grow relationships with their customers and become advisors- long term relationships like these are the best way to get your customers to trust you enough to buy more of your products. Join this panel to hear how top banks and credit unions are using automation to help them grow and be more efficient!
oHave you found the ideal balance between self service, assisted self service or full teller service? 
oDoes it vary by location based on the customers that visit each? 
oAre you thinking customer first when thinking about this blend, given the preferences of different age groups? 
oHow does your branch channel weave in with the rest of your channels? Have you given your customers enough ways to interact with you in person and online? 
oGiven the renewed focus on personalization in banking and the desire for creating deeper personal connections with customers, have you changed your strategy at all? 
oAre your staff members equipped with the right skills and technology to have these important conversations? 


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

Download The Latest Agenda