Day Two: July 24th 2019 Equipping Your Branches With Best in Class Staff and Optimal Tech
Wednesday, July 24th, 2019
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?
Our keynote will take five minutes of Q&A from the audience!