Workshop - Redefining Branch Experience

Workshop Title

Workshop - Redefining The Branch Experience; What Functions Does A Branch Need To Deliver

About This Workshop

About this Workshop

This workshop will help you create a better understanding of how to evaluate your branches in order to plan a future post-pandemic.

You will learn the historic functions delivered by branches and how that has changed over time and how the country’s Covid-19 mitigation efforts have impacted those functions. You will also learn to review different approaches to analyze your branch data and make decisions about your go forward branch network. Take back some actionable insights to your Credit Union and deliver exceptional Branch Experience.

What you will Learn

What you will learn

  • The historic functions delivered by branches and how has that changed over time
  • Different approaches for branch network strategies and branch models
  • Discuss how to interpret your Credit Union’s data to evaluate your options for moving forward
  • Review different approaches to analyze the collected data to make decisions about your go forward branch network

Instructors

Jon Voorhees

Consultant/Advisor-Peak Performance Consulting Group

Jon Voorhees is a long-time financial industry executive, having led Retail Distribution Strategy functions at BankBoston, FleetBoston and Bank of America. Today, Jon works with a small groups of industry veterans who also served in very senior roles helping regional and community banks and credit unions drive strategic improvements.

Workshop Content

WEEK1

Effects of COVID-19 on Retail Branches

In this session, you will learn about the historical, and new role of branches. Learn about the long term impact of COVID -19 on demand, Economics and future branch models. Answer some crucial questions on Branch Network Changes

At the end of the session, take back some homework for part 2 of the workshop, and centre the key insights around your Credit Union

WEEK2

Branch Networking and Branch Design Options

In the second part of this workshop, review different approaches to analyze the collected data to make decisions about your go forward branch network. Go through various branch network and design examples and take away some actionable insights.

 

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