Financial Brand Forum 2018

Crafting a ‘Branch of the Future’ Design Strategy in the Digital Age

As the role of branches continues to evolve, banks and credit unions alike are wrestling with big questions about their retail strategy. How do you ensure your branch network remains relevant with today’s digital consumers? Should you consider alternative branch formats, and if so, which ones? How do you need to adjust your staffing model? What about universal bankers? Virtual tellers? And how should branches fit within your overall omni-channel retail strategy? This session will show you how to build a retail branch design strategy that maximizes your investment and drives new growth for your bank.

What You’ll Learn:

  • How to leverage retail design to build and shape your institution’s brand
  • What bank customers want out of your branch that they are not currently getting
  • How to create a branch experience that strikes the right balance between personal interactions and self-service, technology-driven transactions
  • New emerging formats for branches and how they will impact your retail branch network strategy
  • Who needs to be involved with your branch transformation project and how to build consensus among your team
  • The role technology should play in your retail experience, now and tomorrow
  • When, what and how to leverage consumer insights in your design strategy

What: Crafting a ‘Branch of the Future’ Design Strategy in the Digital Age

Where: Financial Brand Forum 2018, Las Vegas

When: Tuesday, May 8, 2018, 2:00 PM

Who: Jean-Pierre Lacroix, President of SLD