Tim Klatt

Vice President of Strategic Services La Macchia Group

With over almost 20 years of experience in market research and business intelligence, Tim began his career consulting for Home Depot as well as national restaurant chains such as Burger King, KFC, Taco Bell, and Pollo Tropical. In addition to Director of Retail Strategies Tim is also the Head of Vivalociti at La Macchia Group, where he leverages data to integrate technology and showcase personalized branded messaging to financial clients. Since joining La Macchia Group, Tim has exponentially expanded his breadth of expertise, becoming a leader in the financial industry, participating in industry colloquiums, focus groups, and round tables.

Day One: June 24th 2024

3:05 PM Planning for Success: How Data Informed Strategies Keep the Physical Branch Alive

Description: Financial institutions like Chase Bank have doubled down on their branch strategy, committing to build 500 new branches in the next 3 years. Despite what “experts” long predicted, these branching strategies have yielded positive results. In this session, the experts from La Macchia Group will discuss how financial institutions use data-driven insights to inform successful market expansion strategies, and how to optimize your current branch network for enhanced organizational growth.

Takeaways:

1. Understand the importance of data-driven insights in the success of physical branch strategies.

2. Gain insights into practical approaches for fine-tuning existing branch networks.

3. Learn how financial institutions have leveraged data to execute successful market expansion strategies.

4. Identify key metrics that play a crucial role in evaluating the success and effectiveness of physical branch expansion initiatives.

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

Download The Latest Agenda