Loading…

              Welcome to the 23rd Annual Conference of the California Independent Bankers

Designed for community bank Presidents/CEOs; Chairman; Directors and Senior Management this conference provides solutions to your most challenging issues through industry expert presentations and peer discussions. This conference sheds light on some of the key issues facing the community banking industry today. Our speakers will challenge you to look at the industry in a new way and present solutions that fit your bank.

Thursday, September 5 • 11:00am - 12:00pm
The Branch of the Future: How to Plan for It Today

Sign up or log in to save this to your schedule, view media, leave feedback and see who's attending!

Description:

Banks of all sizes must rethink the role of the branch as more transactions move to digital channels and customer expectations for sales and service excellence challenge traditional branch models. The quest for efficiency also has banks re-evaluating their branch footprint for better alignment with their market and customer base. This session will highlight key trends shaping the “Branch of the Future” and walk through a process banks can use to evaluate its existing branch strategy, answer the tough questions about the future and pinpoint areas of opportunity for each location that will help improve profitability and set the franchise up for a position of strength in the future. 

 Learning Objectives

Attendees will learn how to:

  • Analyze key trends to drive the strategy for the bank’s branch of the future
  • Examine cost and efficiency of your branches
  • Assess marketplace capacity and competitive landscape
  • Evaluate expansion, M&A or exit opportunities
  • Set branch-specific goals that are aligned with the future of each location

Speakers
avatar for Andy Grinstead

Andy Grinstead

SVP, Sales & Marketing and Senior Bank Strategist, Fiserv Bank Intelligence
Andy Grinstead, Senior Vice President, Sales & Marketing for Bank Intelligence Solutions at Fiserv, has 20+ years of experience in the financial services industry. He currently serves as a Senior Bank Strategist, working to enhance the franchise value of dozens of client banks using... Read More →


Thursday September 5, 2013 11:00am - 12:00pm PDT
Salon C