Jason Wolf

Senior Manager, Global Advisory Services DieboldNixdorf

Jason is a Senior Manager with Diebold Nixdorf's Global Advisory Services Team. He assists clients in building and implementing new branch strategies related to branch transformation, channel optimization, efficiency improvement and customer experience. He has over 20 years of experience in retail banking and consulting with expertise in distribution/network planning, strategy development, customer modeling, channel analytics and marketing analytics. Jason has a passion for interpreting and analyzing data to help identify and solve business problems. Jason has a B.A. in Geography from SUNY Geneseo, an M.A. in Geography from the State University of New York at Buffalo and an MBA from Medaille College.

Creating Trust and Loyalty Through CX and Connected Culture

11:00 AM Keynote: Right Branch, Right Format: Using Location Analytics and Technology-Enabled Design to Build the Future Branch Network

As digital adoption accelerates, financial institutions are rethinking the role, size, format, and purpose of the physical branch. Rather than viewing branches as legacy transaction centers, leading banks and credit unions are using data-driven location analysis, market opportunity modeling, and new branch formats to create more efficient, accessible, and relationship-focused networks. This 20-minute session will explore how institutions can align branch placement strategy with evolving consumer expectations, competitive dynamics, demographic shifts, and technology-enabled service delivery.

The discussion will feature a customer perspective from a financial institution that has used location analysis services to guide network decisions while developing technology-focused branches. Attendees will hear how video teller capabilities, alternate branch designs, teller automation, and smaller-footprint formats can support stronger market coverage, improved operational efficiency, and a more flexible customer experience. The session will connect strategic planning with practical execution, showing how analytics and design choices can help institutions place the right branch in the right market with the right operating model.

Attendee Takeaways

• How location analytics can inform branch expansion, relocation, consolidation, and market coverage decisions.

• Why branch formats are shifting from transaction-heavy models to advisory, automation-enabled, and technology-supported experiences.

• How video teller, teller automation, and alternate design concepts can improve efficiency while preserving access to human support.

• Practical lessons from a financial institution applying analytics and technology to modernize its branch network.

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

Download The Latest Agenda