Dates of Event & Pricing

$249 for Webinar and Playback*

*Playback has no expiration.

  • Tuesday, July 14, 2020

  • 12:00 – 1:00 pm (Eastern Time)

  • 11:00 – 12:00 pm (Central Time)

  • 10:00 – 11:00 am (Mountain Time)

  • 9:00 – 10:00 am (Pacific Time)

Curriculum

COVID-19 has shut down virtually every bank branch.  FIs are operating with drive-up and digital banking.  In the weeks to come, shelter in place requirements will be lifted and branches can re-open.  But your customers realize that a branch visit is not needed, perhaps not even desired. 

  • What will it take to transform your branch into an engagement hub, in effect a place where customers “want to be” instead of “having to be”?  
  • How can a new purpose for your lobby be realized without tearing down walls and incurring significant expense?  


Since your branch is closed, this is the PERFECT time to begin an amazing transformation that will enable your long-term viability. This retail banking webinar will highlight branch innovation and engagement elements and focus on the transformation of the in-lobby experience, providing specific strategies on how to cost effectively transition to innovative engagement elements.

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

1.0 CPE Credits