THE DETAILS:

Transformation 101: 3 Simple Steps for Shifting from Transactional to Advisory

March 10, 2021 at 09:30 AM MST - 10:30 AM MST

In this session we will be covering:

→ What Universal Associates are, the benefits they come with, and how to adopt the Universal Banking service model.

→ Technologies and design features that spark advisory conversations between associates and clients.

→ Training techniques for delivering an ultimate client experience and elevating your staff performance.

→ Followed by a live Q+A where you will have the chance to get your questions answered by one of our in-house experts.

Who should attend?

→ Operations Leaders at Financial Institutions

→ Retail Leaders at Financial Institutions

→ IT Leaders at Financial Institutions

→ Learning & Development Leaders at Financial Institutions

Transformation 201: 4 Strategies for Attracting New Clients & Growing Wallet Share

April 14, 2021 at 09:30 AM MST - 10:30 AM MST

In this session we will be covering:

→ How to differentiate your institution from the one next door and what it takes to stand out to new clients.

→ Quick and easy ways to improve marketing, communication, and advertising efforts.

→ The different options you have for servicing clients and how each impacts your bottom line.

→ Followed by a live Q+A where you will have the chance to get your questions answered by one of our in-house experts.

Who should attend?

→ Marketing & Sales Leaders at Financial Institutions

→ Operations Leaders at Financial Institutions

→ Retail Leaders at Financial Institutions

→ IT Leaders at Financial Institutions

Transformation 301: A Fool-Proof Plan for Optimizing (& Shrinking) Your Branch Network

May 12, 2021 at 09:30 AM MST - 10:30 AM MST

In this session we will be covering:

→ How new client behaviors are changing the industry and how these changes are affecting the branch network.

→ A look at the average branch today versus a few years ago, and where branches are headed in the near future.

→ Easy ways to identify which branches need to be reevaluated and which need to be leveraged.

→ The most efficient and cost-effective way to optimize your entire branch network in the shortest time possible.

→ Followed by a live Q+A where you will have the chance to get your questions answered by one of our in-house experts.

Who should attend?

→ C-Suite Execs at Financial Institutions

→ Operations Leaders at Financial Institutions

→ Retail Leaders at Financial Institutions

→ Facilities Leaders at Financial Institutions

Transformation 401: 3 Techniques for Creating a Workplace That Drives Productivity

June 8, 2021 at 09:30 AM MST - 10:30 AM MST

In this session we will be covering:

→ What the modern workforce and workplace look like, specifically for financial institutions.

→ How to optimize your headquarters to increase productivity, innovation, and employee satisfaction. 

→ Different techniques that can be leveraged to achieve initiatives within a headquarters, from communication to safety to collaboration and beyond.

→ Followed by a live Q+A where you will have the chance to get your questions answered by one of our in-house experts.

Who should attend?

→ C-Suite Execs at Financial Institutions

→ Operations Leaders at Financial Institutions

→ Human Resources Leaders at Financial Institutions

→ Learning & Development Leaders at Financial Institutions