Patrick Myron

Explore how to gather and leverage data, from understanding customer foot traffic patterns to reallocating resources and improving employee productivity. Attendees will learn how to combine quantitative insights with qualitative observations to enhance decision-making and achieve measurable outcomes. Hear real-world examples of how data can transform branch operations. Whether you’re looking to reduce costs, improve customer satisfaction, or enhance operational efficiency, this session will provide actionable strategies for: 

• Identifying the data and setting up data-gathering points and tools in your branches 
• Utilizing data to understand customer behavior and predict service needs 
• Reallocating resources based on branch performance metrics and customer demand 
• Creating an ongoing process for checking in and update your metrics, and evaluating your branches to keep the improvement coming! 

Account opening and onboarding are the gateways to customer relationships and a critical step in acquisition strategies for banks and credit unions. Yet, friction in the process—whether due to outdated technology, complex onboarding, or lack of alignment across channels—can turn potential customers away. This panel will examine how financial institutions can streamline and enhance the account opening experience to attract and retain more customers. Industry leaders will share insights into designing intuitive, seamless account opening processes that cater to both digital-first and branch-reliant customers. Discussions will include

•  leveraging and integrating technology to help with KYC and compliance requirements efficiently
•  maintaining a human touch where it matters most
• finding and addressing pain points along the account opening customer journey
•  creating strong AND favorable first impressions that build interest