Join us for an exclusive, two day virtual event full of discussions from banking industry executives, stakeholders, and solution providers that have a proven track record of implementing change.

They'll take you behind the scenes of their success to give you the tools to navigate a banking industry that has never been more in flux.

Due to growing competition from physical and digital competitors along with changes in consumer habits occurring as COVID disrupts our daily lives, the technology you implement, the staff you hire and the physical layout of your branches must continue to be an important focus in 2020 and beyond.

Leading Content. Zero Cost. Zero Travel.

Hear Firsthand From Seasoned Innovators, at Zero Cost

Listen to leading experts for an honest, unbiased view of what works now and where the future is headed. Every single session is totally free. This is major value at zero cost.


Get Solutions To Your Most Pressing Problems, Always

Hear from your industry peers about their recent successes, as well as solution providers about the leading tools driving the industry forward. If you can't make all of the sessions, no biggie. Everyone registered gets a copy of the on-demand sessions

Watch From Your Own Home, No OOO Needed

Since the event has multiple sessions, you select the material that makes the most sense for you.  Listen in during the live broadcast, or access the session on demand later—once you register, it’s up to you! Enjoy all the perks of a live event while saving travel budget and PTO days.


One of a Kind Audience

Future Branches brings together senior financial services professionals responsible for retail banking technology, experience, and strategy.

Future Branches Virtual Event: Branch Transformation 2.0 Agenda

All Session times displayed in Eastern Time

  • 12:00 pm - 12:10 pm

    12:00 pm - 12:10 pm

  • 12:10 pm - 12:20 pm

    12:10 pm - 12:20 pm

  • 12:20 pm - 12:40 pm

    12:20 pm - 12:40 pm

    According to a consumer survey conducted by Bankrate in 2019, roughly 40 percent of adults said that if faced with a $1000 unexpected expense, they would either not be able to pay it or would have to cover it with a form of credit, 

    For that reason, and MANY others, today’s consumer is…. overwhlemed. Considering your institution was designed to help consumers deal with their money and make smarter financial decisions, don’t you think you’d be wise to step in and help educate and inform? While many banks and credit unions have established financial literacy and education programs, is there anything more your institution can be doing? Keeping in mind that helping customers make financial decisions that better their position can establish trust and deepen long term customer relationships. Join this keynote to hear about: 

    • The technology you can implement to be sharing this information 
    • Knowing your customer well enough to know the kind of education they need
    • Getting your team members trained to have conversations surrounding a customer’s financial health
    Learn more
  • 12:00 pm - 12:10 pm

    12:00 pm - 12:10 pm

  • 12:40 pm - 1:00 pm

    12:40 pm - 1:00 pm

  • 1:00 pm - 1:30 pm

    1:00 pm - 1:30 pm

    During this brand new speaking format, 3 panelists will each spend 7 minutes presenting their approach to the same business challenge. In this case, they will be discussing the planning, roll out and ROI of a new piece of technology that they implemented as a direct response to the COVID pandemic. Whether you are upgrading your ATM’s, replacing ATM’s with ITM’s, giving in branch staff tablets, installing cash recyclers or a new CRM system, expect to hear how all three panelists have approached new technology in this crisis and what the ROI of it has been. After all three have spoken, they will have a few minutes to answer Q&A together. Our three presenters will approach:

    • Their business challenge and how they decided on what technology to implement
    • How they went about finding that technology and picking a provider in this environment
    • What the sped up implementation process looked like from beginning to end
    • What the ROI has been of this new technology and what lessons they have learned along the way
    Learn more
  • 1:30 pm - 1:50 pm

    1:30 pm - 1:50 pm

    There are many ways that your customer’s very sensitive information can be obtained in security breaches both outside of your branches and within. How can you make sure that you are doing everything you keep this information safe while also innovating and trying to implement new technology? Join this keynote to hear more about: 

    • Putting infrastructure in place to monitor suspicious activity 
    • Working with the best possible network security vendors for your branches and ATM network
    • Finding technical solution integrations that work well together and won’t expose your customer’s information
    • Educating your staff so they understand the nature of data breaches and how they can best be prepared
    • Managing the threat of security breaches while providing your customer’s with the experience they want
    Learn more
  • 1:50 pm - 2:10 pm

    1:50 pm - 2:10 pm

    During a checklist panel, a panel of experts will talk through the need to haves for a certain initiative they underwent. In this case, how they are attracting and providing stellar experiences for small business clients. At the end of the panel, each panelist will share their biggest need to have and a checklist of them will show up on the screen so you have it to implement when you hit the ground running with your team. Panelists will discuss things like: 

    • Highlighting your lower rates and greater flexibility 
    • Touting greater security 
    • Being able to provide large loan amounts 
    • Truly understanding your small business customers & community so you can create a more long lasting relationship
    Learn more
  • 2:10 pm - 2:30 pm

    2:10 pm - 2:30 pm

    The future of your branch lies in the hands of your customer. And their expectations have never been higher. They expect everything from booking a flight, to taking a cab, to getting surgery or having a mattress delivered to fit in with the lives they lead and want to do little work in order to get the things they want. Unfortunately, that rule also applies to their banking. They want a bank or credit union to seamlessly meld with the rest of their life and be there when they need them but leave them alone when they don’t. This is difficult territory to navigate. Thus, understanding what your customer will need from your branches and how you can make those physical spaces fit as easily as possible into your customer’s journey to complete financial tasks should fuel how you strategize for this gigantic piece of infrastructure, otherwise your branches will remain irrelevant. Join sessoin to hear more about how several financial institutions are starting with the customer and thinking about their branches as another channel that needs to fit right into their customer’s lives.

    Learn more
  • 2:30 pm - 3:00 pm

    2:30 pm - 3:00 pm

    During this brand new speaking format, 3 presenters will each spend 7 minutes presenting their approach to the same business challenge. After all three have presented, they will have a few minutes to answer Q&A together. Our three presenters will approach the following challenge: The rampant shuttering of branches has slowed down in the past two or three years and now, banks are even starting to open some branches. Why? Because branches still remain the best way for a bank to enter a new market and they are the biggest sources of revenue for a bank. But, for those that don’t have the luxury of adding new locations to grow, how do you start bringing new money in from existing and new clients?

    • Are you growing? What is the overall vision for your growth?
    • How are you leveraging the branch in your overall growth strategy?
    • How can you compete against FinTechs and large tech behemoths (Amazon, Google) who are all encroaching on your potential business and making it harder to find new deposit sources?
    • How are you calculating branch ROI? Does growth potential have something to do with it
    Learn more
  • 3:00 pm - 3:20 pm

    3:00 pm - 3:20 pm

    • What are strategies for getting branch updates to the market faster? 
    • How can you make sure that new updates aren’t already outdated by the time you release them? 
    • Can you be more project management oriented or work more agile? 
    • Is there a way to come reengineer your processes that cut down on project time lines without cutting corners? 
    • Can you make your updates adaptable in case they don’t work or in case technology catches up with them?
    • Given the large, physical nature of a branch, is it possible to make a change quickly?
    Learn more
  • 3:20 pm - 3:40 pm

    3:20 pm - 3:40 pm

    Your customer only has so many readily available options when it comes to what they can do with their money. You need to take this into consideration when planning the experiences they can have with you and make those experiences more personal and efficient. The first step involves understanding what customer data you need to accomplish this ‘personal’ experience and why. Then, you can use the more in depth data you can collect from them to really give them what they want and need. During this keynote, expect to hear: 

    • The kinds of technology needed to accomplish a personalized connection with customers
    • What kind of training your employee needs to go through in order to be ready for this personalization
    • How your branch design needs to change to facilitate these personalized interactions.  
    • The marketing methods you should be using to offer meaningful advice & product suggestions to customers
    Learn more
  • 3:40 pm - 4:10 pm

    3:40 pm - 4:10 pm

    How can brands prepare for future opportunities with their branch networks? How will the technology evolve along with tomorrow’s banking consumer? Get a holistic view of the future of the branch, as you hear from senior executives across banks and credit unions answer questions like:

    • What will the branch’s role be in the future omnichannel customer journey? 
    • How will technology like AI, VR, AR and Voice impact the role of your branch?  
    • What strategies are in your future roadmap for improving branch performance?
    • How can you continually test your branch’s performance to keep up with customer demand? 
    Learn more
  • 4:10 pm - 4:15 pm

    4:10 pm - 4:15 pm

  • 4:15 pm - 5:10 pm

    4:15 pm - 5:10 pm

    1. Customer Experience & Financial Literacy
    2. Growth & Increasing Profit Via Your Network
    3. Branch Staff Training & Development
    4. Branch Technology Implementation & Adoption
    5. The Role of Branches in Your Customers Omnichannel Journey
    6. Branch Layout & Site Selectiona
    Learn more
  • 5:15 pm - 5:15 pm

    5:15 pm - 5:15 pm

Word on the Street

WORLD CLASS CONTENT

"Wonderful opportunity to see, hear and understand how bank's are adapting their branches based on the significant changes taking place in our industry. "

Dave Schwertfeger
Senior Director Channel Optimization
CIBC

INSIGHTS FOR GROWTH

"I enjoyed the variety of presentations on topics relevant to our industry/market today.  Content is real and actionable.  Q&A opportunities make it possible to expand understanding.  

Kris King
VP of Retail Operations
WSECU

AN OPEN IDEA EXCHANGE

"I found the sessions to be very informative and was able to bring back valuable information to my team."

Brian Eitniear
SVP, Corporate Services,
First Federal Bank of the Midwest

All of the Major Players in One Place:

Let’s Connect & Create A Custom Experience

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Hi, I'm Vince, the Sponsorship Director for Future Branches Virtual Event: Branch Transformation 2.0. Reach out by clicking the button below and I’ll be in touch within 24 hours. Looking forward to connecting!

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Frequently Asked Questions

How will I access the sessions?
You will attend the sessions, meet our partners, and gain access to valuable resources in our online conference center.

Do I need to download or install any software to be able to attend this event?
No. You do not need to download or install any software to participate in our conference. You only need to have access to the Internet.

Will the sessions be recorded?
Yes. The sessions will be recorded and available for free for a limited time but you must sign up in advance.