Future Branches Boston 2019

July 23 - 24, 2019

Westin Boston Waterfront, MA

Ronald Belle, Chief Experience Officer at AmeriCU

Ronald Belle

Chief Experience Officer

Day Two: July 24th 2019 Equipping Your Branches With Best in Class Staff and Optimal Tech

Wednesday, July 24th, 2019

11:25 AM Keynote Fireside Chat: Planning Your Wealth Management or Private Wealth Strategy

Are you a retail bank or credit union that provides wealth management services alongside typical retail
products? Then this is the session for you. Given the specific nature of your business, what changes need to
be made across your network to make your branches more approachable to customers? How does your staff
need to be organized? Are you opening new branches? How do you decide where? Join this session to hear
the strategy behind onsite wealth management strategy of banks and credit unions:

•If you are a wealth management firm or have a wealth management arm, what are the needs of your clients that want face to face interaction? 
•What technology do they want to see?
•What kind of staff do they require? How specialized are their roles? 
•What should the design be?

11:45 AM Keynote Fireside Chat Q&A: Planning Your Wealth Management or Private Wealth Strategy

Our keynote will take five minutes of Q&A from the audience!

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

Download The Latest Agenda

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