Future Branches Boston 2025

June 23 - 24, 2025

The Westin Copley Place, Boston, MA

Robert Sims

SVP Retail Services Greylock Federal Credit Union

Day Two: Meeting Customers’ and Members’ Expectations with Excellent Experiences

10:10 AM Keynote: Using Branches to Bring Opportunities to Under-Served Areas

A branch can be more than a bank—it can be a bridge to financial empowerment and inclusion for communities in banking deserts. Robert Sims, Senior Vice President of Retail Services, will share how Greylock Federal Credit Union has engaged their branch network to empower under-served communities while expanding reach and achieving growth. This keynote will delve into the transformative potential of branches when they are designed to serve as hubs for financial education, community engagement, and access to critical resources. Robert will provide actionable insights on how banks and credit unions can balance profitability with purpose, demonstrating how physical locations can serve as catalysts for economic growth and inclusion. Attendees will hear about how: 

  • areas where branch presence can make the most impact can be some of the best opportunities for credit unions 
  • tailoring services and resources to meet specific community needs can lead to lifelong impact and loyalty 
  • collaborating with local organizations will amplify your branch’s positive impact and promote financial wellness 
  • tracking the outcomes of community-focused branch initiatives to ensure sustained impact and profitability 


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

Download The Latest Agenda