Branch Transformation: The Future of the Unified User Experience

 Member Service  Business Development/Marketing

Registration and Pricing Information

Please select your credit union and provide your email address:
Your credit union
Your Email
Sign up here for Power Learner Passport!
Power Learner Passport

Registration Investment:
FREE for Power Learner Passport
$200 for Affiliates Non-PLP
Non-Affiliated Contact Leslie Poole

Program Description

Significant discussions are ongoing about the future of the physical branch. Some suggest converting branches into automated self-service transaction centers. Others suggest lobby makeovers akin to upscale hotels or coffee bars.  But none of these options address the fundamental question:  what compelling reason does a customer or prospect need to come into the branch in the first place?

The advance of the virtual branch—and the ability of customers to transact at a time and place of their choosing—have severely reduced branch traffic. It is time to consider a new paradigm and re-examine the root issue. The key is engagement: creating reasons for customers and prospects to interact with the institution, both online and in-person. Join this content-rich session where David Peterson will discuss specific strategies for an engagement-driven branch service model that will integrate into and augment your virtual branch services.

Program Length: 94 Minutes

Who Should Attend

  • CEO
  • Board of Directors
  • Senior Management
  • Business Development
  • Marketing
  • Operations
  • Information Technology

Meet The Presenter:

David Peterson is a well-recognized eBanking pioneer, with a national reputation as a subject matter expert in financial technologies and electronic payments. As a seasoned entrepreneur and thought leader, he is frequently published in regional and national publications on a wide range of electronic banking, virtual branch, payments and strategic thinking topics.

Peterson serves as Chief Strategic Officer of i7strategies, an independent strategic planning and consulting firm for financial services and electronic payment initiatives. He was also the original founder of Goldleaf Technologies, a leading provider of electronic payments software and online banking services to independent financial institutions in the U.S., where he was instrumental in establishing electronic banking and payment systems for commercial banks. 


eTrain Online Testing

eTrain's robust online tests assess the knowledge testers gained after each training series. Based on a 70 percent pass-fail grading structure, test takers are informed of wrong answers to assist in the learning process. A certificate of completion can be saved and printed. Powered by ClassMarker.

We're Here

Finding online training is now easier! Streamlined search options, simplified navigation, and a responsive layout, allows you to find the training you need and want, quickly! With fewer clicks, you can easily search for topics in multiple categories, from Human Resource to Lending and Compliance!

Stay Connected

Phone: (800) 472-1702

Search for eTrain Webinars