Transformation 101: You'll walk away from this webinar with:
→ The meaning of Universal Associates, the benefits they bring, and how to adopt the Universal Banking service model.
→ Technologies and design features that spark advisory conversations with clients.
→ Training techniques for delivering an ultimate client experience and elevating your staff performance.
→ Followed by a live Q+A where you have the chance to get your questions answered.
Who should attend?
Operations Leaders | Retail Leaders | IT Leaders | Learning & Development Leaders
Speakers:
→ John Dillon - Integration Strategist, CFM
→ Sonny Horton - Director of Tech Alliances & Professional Services, DBSI + CFM
→ Nathan Moore - CTO and Head of Customer Success, DBSI + CFM
You'll walk away from this webinar with:
→ How to differentiate your institution from the one next door and what it takes to stand out.
→ 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.
Who should attend?
Marketing & Sales Leaders | Operations Leaders | Retail Leaders | IT Leaders
Speakers:
→ Cody Willis - Sr. Integration & Retail Tech Strategist, CFM
→ Kyra Vidas - Visual Communications Strategist, The Digital Signage Agency
→ Jessica Kreger- Lead Interior Designer & Assoc. IIDA, LEED Green, DBSI
Transformation 301: In this session we will be covering:
→ How new client behaviors are changing the industry and how these changes are affecting the branch.
→ A look at today's average branch versus a few years ago, and where branches are headed in the 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.
Who should attend?
C-Suite Execs | Operations Leaders | Retail Leaders | Facilities Leaders
Speakers:
→ Dan Parsons, VP of Branch Operations, BCU
→ Mike Forsyth - Director of Transformation Strategies, DBSI
→ B.A. Eastwood - Director of Architectural Services, DBSI
Transformation 401: In this session we will be covering:
→ What the modern workforce and workplace looks 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 different initiatives within a headquarters, from communication to safety to collaboration and beyond.
Who should attend?
C-Suite Execs | Operations Leaders | Human Resources Leaders | Learning & Development Leaders
Speakers:
→ Jared Jones- Transformation Strategist, DBSI
→ B.A. Eastwood - Director of Architectural Services, DBSI
→ Jessica Kreger - Lead Interior Designer & Assoc. IIDA, LEED Green, DBSI