Transforming the Digital Experience at Ameriprise Financial

In order to truly be successful, financial services will need to abandon their typically archaic, monolithic solutions for a more lightweight and nimble “factory” that is capable of developing, managing and publishing new experiences at a rapid pace.

Tune in to learn about Ameriprise’s digital transformation journey, their selection process for their new platform and how it’s helping them reach their goals!

Improving the Experience in the Customer Waiting Area

We’ve all been there — sitting in the waiting room at the doctor’s, the local bank, or even at the barbershop — and know that the customer waiting area can be a frustrating experience. However, it doesn’t have to be!

Hear how two innovative service leaders from GECU and Suncoast Credit Union used workforce and customer management software to rethink their waiting room management strategy and benefit everyone. You’ll hear best practices that will provide you with tips to maximize operational efficiencies and leverage your own workforce data, so you can streamline service and offer a better experience.

Know before you grow – Applying predictive analytics to your branch transformation strategy

Retail-bank customers are relying more and more on banking through digital means. Now more than ever, banks and credit unions must find ways to keep up by transforming their branch networks.

If physical branches are going to survive, they need to provide the customer an exceptional experience: branches need to be convenient, well designed, offer the right level of services and be staffed appropriately.

Join the experts from Pitney Bowes and Momentum to learn how to fine-tune your branch transformation strategy. This session will focus on the data and analytics needed to optimize your branch network and explore the importance of branch design to not only engage your customers, but to keep and retain valuable employees.

Creating a Meaningful In-Branch Experience

Even in an online world, customers still want to interact with a professional they trust before making important financial decisions. Providing the right resource is critical when your customers need assistance—whether it’s over the phone, virtually or in the branch.


Listen to our VP-level Think Tank -Rivermark Community Credit Union, Canandaigua National Bank & Trust, Busey Bank and TimeTrade- show how your bank can create a meaningful in-branch experience and attract new customers who will stay loyal and become long-term customers.