Tracy Matula | Future Branches Boston

Future Branches Boston 2025

June 23 - 24, 2025

The Westin Copley Place, Boston, MA

Tracy Matula

Virtual Divisional Leader Secu

Going on 22 years with SECU, Tracy has played a pivotal role in SECU’s growth and success. She’s held multiple roles within the credit union and was tasked with converting the first SECU Branch to the Video Teller Center platform. After successfully converting that membership base, she continued to be a resource for future branch conversions and helped to prepare the team and the members on the virtual teller experience. Tracy has a track record of leading high performing centers, leading her to her next role as a Sales and Service Coach. In this role, Tracy was able to take her expertise in coaching and influencing to drive success. During the pandemic, Tracy was responsible for leading the pilot for a Virtual Financial Center and the software that would be used to implement this project. When the time came to open the Virtual Financial Center, Tracy stepped in to lead this important initiative. Since helping to launch SECU’s Virtual Financial Center, she has worked on developing procedures and sales tools that have led to the success and exponential growth of this virtual option for SECU’s membership base. SECU will continue to leverage Tracy’s credit union experience and her virtual acumen to continue to grow our Virtual Financial Center and to heighten the virtual experience for SECU’s members. Outside of SECU, Tracy enjoys spending time with her husband and three children and is an avid football fan.

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

1:20 PM Presentation: Virtual Branches and Video Banking Channels as a Compliment to the In-Branch Experience

Hear a real-life journey on incorporating video banking and virtual branches, including how to integrate them effectively into an omnichannel approach. Panelists will also share best practices for educating customers on these tools, addressing concerns like accessibility and security, and creating seamless transitions and using video and virtual options to fill in gaps of hours or for certain tasks that were once branch-only. Get ideas for:

·       enhancing your service offerings while maintaining a customer-centric focus

  • promoting adoption and ensuring customers feel confident using these options
  • creating a consistent brand presence across video and virtual channels
  • Enhancing live support options
  • Choosing which tasks and offerings these channels can cover

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

Download The Latest Agenda