Curriculum

As financial institutions strategize the future of changing customers and service models, the question should always begin with “why?”.


  • Why will millennials be interested in banking with us?
  • Why would they come into the branch?
  • Why would they want to talk with a bank representative?
  • Why would they use the same types of accounts and processes that their parents and grandparents did?

By starting with “why”, you can be prepared to effectively compete and serve new customers in innovative ways. Your ability to successfully grow your business with new paradigms of product or service delivery is critical. Innovation is the key to transformational growth and success with tomorrow’s customers.


This Branch Transformation Banking Webinar will highlight the strategic opportunities FIs are facing, present specific transformational strategies and provide a framework for your institution to strategically address the changes needed to address all the “whys”. 

Instructor

  • David Peterson

    David Peterson

    U.S. Dataworks / President


    David Peterson has inspired international audiences to rethink how innovation happens in their organization. He helps business leaders foster a culture of innovation that capitalizes on workforce diversity and instills accountability for driving growth. As the founder and CEO of Goldleaf Technologies, a leading provider of electronic payments software and a pioneer in the fintech industry, David understands the critical need to combat status-quo thinking to achieve sustainable profits and competitiveness in any industry. He shares real world strategies and tools to foster an innovation mindset and encourages people to be innovative where they are regardless of job title. David is the author of the best-selling book Grounded: Anchored Management for Strategic Leadership and Effective Decision-Making (Little River Publishing, 2016). His approach to strategic innovation has been praised by everyone from C-Suite executives to entrepreneurs to millennials. David is currently President of U.S. Dataworks. He serves on the board of several industry related companies and associations, and is a serial entrepreneur with start-ups in retail and professional services.

Credits

1.5 CPE Credits & 1.8 AAP Credits