Future Branches Boston 2019

July 23 - 24, 2019

Westin Boston Waterfront, MA

Trish Wethman


Director of Member Experience
Citadel Federal Credit Union

Day One: July 23rd 2019 Reimagining The Purpose of Your Branch Network

Tuesday, July 23rd, 2019


2:40 PM Panel: Helping Your Customer Adjust! Getting Them Accustomed to What is New In Branch

oEstablishing a plan to make sure your customer is aware of what has changed.
oMaking all of their regular transactions run flawlessly so they don’t think your new systems/structure are a burden
oHaving a staff member in your lobby around to explain new processes to people and having remaining tellers explain to customers wanting to deposit checks or take out cash in line that its much easier to do these at an ATM and show them how
oJust generally making things more customer friendly: extending hours, including lots digital signage around the branch that explains new procedures and perhaps overstaffing at first with people around to help with this education


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

Download The Latest Agenda