Gina Bleedorn

Retail resurgence is booming, with banking leaders like Chase, BofA, and PNC making headlines, while regional and community banks and credit unions across the country are increasingly investing in optimization and expansion of their networks. The momentum of M&A activity further fuels the need for branch transformation—spanning from rebrand initiatives to reconciliation of disparate designs and distribution models. Beyond the open/close/relocate strategy of the past, smart retail organizations are recalibrating the entire delivery channel: redesigning the branch experience for a future-proofed purpose, right-sizing and right-formatting footprints, and deploying large-scale changes rapidly. If you haven’t begun this transformation, you’re already falling behind.

This session is for you if you want to dig into data-driven format decisions using branch archetypes, uncover how to align your branch investment with the return expected, and understand how to plan, design and implement change at scale.

Learn how to:

• Combine data with innovative design to create branch format archetypes
• Optimize and maximize the value of in-person delivery
• Make informed branch change decisions when facing M&A
• Leverage the branch for cross-sell and acquisition
• Create a retail distribution strategy and multi-year transformation roadmap