Danielle Frawley

·      What are the different formats that financial institutions are exploring?

·      How are you best using the space you have to reflect your updated branch goals?

·      Are you thinking about your customer’s in branch journey when making these updates?

·      How do you keep the identity of your brand present within your updated space while implementing new designs and technology?

High interest rates (and a risky lending environment) will send banks back in time. They’ll lean more heavily on deposit-gathering strategies in a way the industry has not seen in nearly two decades, but also start to wrap that into a more holistic relationship approach for their customers. This effort will evolve into a dramatic shift in overall retail strategy for years to come, accelerating product innovation and the trend toward greater personalization. Join this panel to hear how banks and credit unions plan to do this.They will cover:

·      Focusing on and revitalizing offerings – on both the consumer and commercial level

·      Attracting new customers using relevant and timely marketing alongside of easy account opening

·      Cross-selling existing customers using financial wellness offerings and rewards programs

·      Connecting with at-risk customers through lifestyle-based messaging