Trudy McClain

We continuously seek better ways to serve the omni-channel consumer and our branches exist to take care of those we serve, providing a welcoming environment for consumers and our employees alike. The consumers we serve visit us mostly for transactions and questions, and a few come in for advice. How do we flip it around by leveraging a digital first approach to drive a successful branch transformation strategy? Join a group of three executives from three different credit unions who have partnered together to help each other and the credit union community answer these questions. Pam Haller from Royal Credit Union, Trudy McClain from One Nevada Credit Union, and Sundeep Kapur from MidSouth Community Federal Credit Union will share their ongoing strategies, the impact these strategies have had, and their roadmap on how they plan to deliver continuously enhanced experiences. Ideal practices, lessons learned, and valuable insight.