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1 min read

Transformation University 201: 4 Strategies for Attracting Clients & Increasing Wallet Share

Transformation University 201: 4 Strategies for Attracting Clients & Increasing Wallet Share

Did you forget to register for Transformation University's 201 course that was live on April 14th? Or did you register but forget to attend? No worries! We've got you covered with a recording of the webinar! And if you don't have time to watch it just yet but are dying to get some info, we've included a short recap.

The 201 course, '4 Strategies for Attracting Clients & Increasing Wallet Share', focused on what the modern client wants from their primary financial institution and how you can increase wallet share with things like self-service solutions, digital signage, branch design, and more.

Transformation University 201Why watch the recording?

After covering the demands of the modern client and what financial institutions are currently doing to meet these demands, as stated in the title, we dove into the 4 different strategies for attracting clients and increasing wallet share:

1. Offering options for how clients complete transactions with your institution, including mobile banking solutions and self-service kiosks.

2. Investing in the right digital signage displays and lead generation tools that will not only gain attention but deliver results.

3. Re-designing or refreshing your branch design to offer modern, retail-friendly environments.

4. Optimizing your branch network by rolling out a micro-branch strategy.

(Are your socks still on? Cuz that was one speedy rewind!  If you want more info, the webinar goes much more into detail!)

Watch Recording

 


P.S. Don't forget to register for the next webinar coming up on May 12th focused on micro branches and featuring Dan Parsons from BCU.

Register Now

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

2 min read

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

Did you forget to register for Transformation University's 301 course that was live on May 12th? Or did you register but forget to attend? No...

Read More
Transformation 101: 3 Steps for Shifting from Transactional to Advisory

3 min read

Transformation 101: 3 Steps for Shifting from Transactional to Advisory

Did you forget to register for Transformation University's 101 course on March 10th? Or did you register but forget to attend? No worries! We've got...

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

2 min read

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

Does your institution attract and retain top talent or do your headquarters send stellar candidates running to your competition? Find out in this...

Read More