Branch Transformation: Strategies for Moving from Transaction Centers to Customer Engagement Centers

Registration Options & Pricing

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Recorded Webinar Includes

  • Recording of the Live Webinar
  • Available 6 business days following Live date
  • Available for 6 months following Live
  • Handout and Take-Away Toolkit
  • Available on Desktop, Mobile & Tablet
  • Free Digital Download, yours to keep
  • Share link with anyone at your bank
  • Presenter’s contact info for follow-up

Significant discussions are ongoing about the future of the physical branch. Some recommend converting branches into automated self-service transaction centers. Others suggest lobby makeovers akin to upscale hotels or coffee bars. But none of these options address the fundamental question: what compelling reason does a customer or prospect have to come into the branch in the first place?

The advance of the virtual branch – and the ability of customers to transact at a time and place of their choosing – have severely reduced branch traffic. With negative PR dissuading banks from closing low performing branches, it is time to consider a new paradigm and reexamine the root issue. The key is engagement: creating reasons for customers and prospects to interact with the institution, both online and in person. Join this content-rich session to learn specific strategies for an engagement-driven branch service model that will integrate into and augment your virtual branch services.

Recorded Thursday, December 15, 2016

Continuing Education: Attendance verification for CE credits upon request


  • The elements driving branch transformation
  • How can the branch attract millennials?
  • How innovation plays a role in creating engagement
  • Specific strategies for engagement:
    • Consultative selling
    • Education
    • Problem solving

    • Employee training log
    • Quiz you can administer to measure staff learning and a separate answer key


This informative session is designed for C-suite management, branch management, marketing, and those who train frontline staff.

PLEASE NOTE:    Webinar content is subject to copyright and intended for your individual financial institution’s use only.


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