Future Branches 2019

November 18 - 20, 2019

Hilton Austin, Austin, TX

Carol Clagett, Director of Customer Success at CRMNEXT

Carol Clagett


Director of Customer Success
CRMNEXT

Check out the incredible speaker line-up to see who will be joining Carol.

Download The Latest Agenda

Day Two: Reading Your Customer’s Mind: Balancing High Tech and High Touch

Tuesday, November 19th, 2019


12:00 PM Branch Technology Roundtable Discussions (Only for Financial Institutions)

Be sure to join these interactive roundtable sessions and take a deep dive into the branch challenge areas
you need solutions for. This is the best opportunity to learn from branch experts. Take control of your own
event experience.
•Take a deep dive into a niche topic in an informal setting moderated by one of our cutting edge vendor partners
•Don’t miss out on the discussions you want to participate in—you’ll get to select a new topic after 30 minutes

1.Gilmore Group Roundtable 
Arthur Gilmore, President and CEO, Gilmore Group

2.CRMNext Roundtable
Carol Clagett, Director of Customer Success, CRMNEXT
Cathy Dudley, Executive Vice President, First Bank

3. Changing Technologies at the Teller Window
Rahn Rampton, Product Manager, Financial Services, Epson 

4.Optimizing Lending- Small Business Lending 
5.Artificial Intelligence in Branch: How Can You Use it Effectively?
6.Instant Issue
7.In-Branch Security and Fraud Protection: Keeping Customers Safe Cash Flow Management
8.Best Practices for Implementing Cash Recyclers
9.Implementing Free Wi-Fi
10.Digital Signage: Staying Green While Looking Flashy
11.Dealing with Real Estate: Renegotiating Leases or Finding New Space 
12.What are the New Branch Roles? Greeter? Universal Teller? Multi-Purpose Advisor? 

If you are interested in participating in this session, please reach out to Harvey.golub@wbresearch.com