Future Branches Boston 2019

July 23 - 24, 2019

Westin Boston Waterfront, MA

Rick Case


Director of Facilities Management & Development
Apple Federal Credit Union

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

Tuesday, July 23rd, 2019


9:15 AM Panel: Your 10 Year Strategic View: Planning The Future Of Your Branch Network

How can brands prepare for future opportunities with their branch networks?  How will the technology evolve along with tomorrow’s banking consumer? Get a holistic view of the future of the branch, as you hear from senior executives across banks and credit unions
•What questions still remain unanswered when it comes to your footprint?
•What will the branch’s role be in the future omnichannel customer journey? 
•Do you have a roadmap in place for the next year? Two years? Five years? Ten years?
•How have your senior leadership reacted to what’s already been accomplished? 
•What has the ROI of your branch transformation efforts been so far?

4:35 PM Panel: Establishing Your Branch Mix- What Size and Style Should Go Where?

The locations of new branches need to be established, the branches that should be closed have to be chosen and the branches that simply need a refresh have to be identified. All of this can be done by looking at market intelligence and demographic data to establish where the most transactions are located. Join this panel to hear how top credit unions and banks are establishing the mix that works best for them.
•Acknowledging the place your branch has in your customer’s journey
•Gathering customer data based on the markets you operate in
•Standardizing a framework that makes this data digestible and actionable 
•Deciding if you want to open branches, consolidate or move ones to new places based on the data 
•Making decisions on where these branches should be and what they should look like


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

Download The Latest Agenda