Does the Branch Really Matter in a Digital World?

 Business Development/Marketing  Leadership/Management

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Non-Affiliated Contact Leslie Poole

Program Description

Does the branch really matter to our new generations of members? All the credit union channels are about convenience whether digitally or physically. Mobile banking provides a scalability for the investment that branching cannot.

Over 60% of all consumers start their journey with their bank or credit union of choice - online. However, 70% end up at a branch. Why? The credit union's staff is the true gold in the branch. The key is to make the best use of your branch investment.

Maximizing the branch is a three-legged stool: Function first, then Experience and Technology. Replicating this process will optimize your members experience with your team. Join Anthony Burnett of LEVEL5 as he shows you how.

Program Length: 50 Minutes

Who Should Attend

  • CEO
  • Board of Directors
  • Business Development
  • Operations

Meet The Presenter:

As Customer Experience Director at LEVEL5, Anthony Burnett is focused on transforming how community financial institutions optimize transformation. A 20-year veteran of helping companies grow and improve performance, Anthony, and LEVEL5 have partnered with hundreds of financial institutions. Their approach marries site selection with design-build to optimize the investment in branching and main office solutions.

Anthony is a recognized thought leader in Branch and Main Office Transformation. Since 2016, he has spoken at nearly 50 state and nation conventions on the topics of Retail Banking, Branch Strategy, Omni-Channel Delivery, the Future of Branch Banking, and Main Office Transformation.


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