Future Branches Boston 2024

June 24 - 25, 2024

The Westin Copley Place, Boston, MA

Parker Graham

Founder and CEO Finotta

Parker Graham serves as Founder and CEO of Finotta. Parker began his professional career first as a tackle for the Baltimore Ravens. Shortly after, Parker began working as a Private Bank Client Advisor at Bank of Oklahoma in 2014. Parker founded Destiny Wealth in 2018 and pivoted the company to Finotta in 2020 to help banks and credit unions personalize their mobile banking experience to increase engagement, combat larger financial institutions and create new revenue streams. In 2022 Parker was named Innovator of the Year by Pipeline, a network of high-performing entrepreneurs in the Midwest.

Day One: June 24th 2024

10:10 AM Keynote Panel: Acquiring Core Deposits with Compelling Offers and a Refreshed Products

Rising interest rates (and a risky lending environment) will send banks back in time. They’ll lean more heavily on deposit-gathering strategies in a way the industry has not seen in nearly two decades, but also start to wrap that into a more holistic relationship approach for their customers. This effort will evolve into a dramatic shift in overall retail strategy for years to come, accelerating product innovation and the trend toward greater personalization. Join this panel to hear how banks and credit unions plan to do this.They will cover:

·      Focusing on and revitalizing offerings – on both the consumer and commercial level

·      Attracting new customers using relevant and timely marketing alongside of easy account opening

·      Cross-selling existing customers using financial wellness offerings and rewards programs

  • Connecting with at-risk customers through lifestyle-based messaging

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

Download The Latest Agenda