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Are you looking to transform your branches, headquarters, and everything in between to differentiate your financial institution and gain more market share? If the answer is yes, look no further. 

Welcome to Transformation University, a webinar series for Financial Institutions!


SIGN UP TODAY (AT NOT COST) AND GET ACCESS TO:

  • 4 Webinar Courses: The second Wednesday of every month (from March to June, a panel of different experts, from design to tech to operations, will gather to answer your leading questions.
  • 100+ Educational Resources: Every week we publish a blog on the newest ideas in the industry; and twice a month we publish content like guide, resources, and more. Be the first to receive this content via email!
  • Direct Access to Experts: Got a question or a specific project you want to discuss with one of our experts about? You can ask your questions live during the course, or schedule a 1:1 strategy session.
  • Unlimited Bragging Rights: At the end of each course you will receive a certification of completion. If you attend all four, you receive the coveted Transformation University Diploma. Frame it and hang it!
    Register Now

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THE AGENDA:

  1. Transformation 101: 3 Simple Steps for Shifting from Transactional to Advisory | March 10, 2021 at 09:30 AM - 10:30 AM MST

  2. Transformation 201: 4 Strategies for Attracting New Clients & Growing Wallet Share | April 14, 2021 at 09:30 AM - 10:30 AM MST

  3. Transformation 301: A Fool-Proof Plan for Optimizing (& Shrinking) Your Branch Network | May 12, 2021 at 09:30 AM - 10:30 AM MST

  4. Transformation 401: 3 Techniques for Creating a Workplace That Drives Productivity | June 8, 2021 at 09:30 AM - 10:30 AM MST

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THE DETAILS:

Transformation 101: 3 Simple Steps for Shifting from Transactional to Advisory

March 10, 2021 at 09:30 AM MST - 10:30 AM MST

In this session we will be covering:

→ What Universal Associates are, the benefits they come with, and how to adopt the Universal Banking service model.

→ Technologies and design features that spark advisory conversations between associates and clients.

→ Training techniques for delivering an ultimate client experience and elevating your staff performance.

→ Followed by a live Q+A where you will have the chance to get your questions answered by one of our in-house experts.

Who should attend?

→ Operations Leaders at Financial Institutions

→ Retail Leaders at Financial Institutions

→ IT Leaders at Financial Institutions

→ Learning & Development Leaders at Financial Institutions

 

Register Now


 

Transformation 201: 4 Strategies for Attracting New Clients & Growing Wallet Share

April 14, 2021 at 09:30 AM MST - 10:30 AM MST

In this session we will be covering:

→ How to differentiate your institution from the one next door and what it takes to stand out to new clients.

→ Quick and easy ways to improve marketing, communication, and advertising efforts.

→ The different options you have for servicing clients and how each impacts your bottom line.

→ Followed by a live Q+A where you will have the chance to get your questions answered by one of our in-house experts.

Who should attend?

→ Marketing & Sales Leaders at Financial Institutions

→ Operations Leaders at Financial Institutions

→ Retail Leaders at Financial Institutions

→ IT Leaders at Financial Institutions

Register Now


 

Transformation 301: A Fool-Proof Plan for Optimizing (& Shrinking) Your Branch Network

May 12, 2021 at 09:30 AM MST - 10:30 AM MST

In this session we will be covering:

→ How new client behaviors are changing the industry and how these changes are affecting the branch network.

→ A look at the average branch today versus a few years ago, and where branches are headed in the near future.

→ Easy ways to identify which branches need to be reevaluated and which need to be leveraged.

→ The most efficient and cost-effective way to optimize your entire branch network in the shortest time possible.

→ Followed by a live Q+A where you will have the chance to get your questions answered by one of our in-house experts.

Who should attend?

→ C-Suite Execs at Financial Institutions

→ Operations Leaders at Financial Institutions

→ Retail Leaders at Financial Institutions

→ Facilities Leaders at Financial Institutions

Register Now


 

Transformation 401: 3 Techniques for Creating a Workplace That Drives Productivity

June 8, 2021 at 09:30 AM MST - 10:30 AM MST

In this session we will be covering:

→ What the modern workforce and workplace look like, specifically for financial institutions.

→ How to optimize your headquarters to increase productivity, innovation, and employee satisfaction. 

→ Different techniques that can be leveraged to achieve initiatives within a headquarters, from communication to safety to collaboration and beyond.

→ Followed by a live Q+A where you will have the chance to get your questions answered by one of our in-house experts.

Who should attend?

→ C-Suite Execs at Financial Institutions

→ Operations Leaders at Financial Institutions

→ Human Resources Leaders at Financial Institutions

→ Learning & Development Leaders at Financial Institutions

Register Now