Kurt Klassen

EVP LEVEL5

Kurt brings proven expertise in providing financial institutions with actionable strategies that fuel growth, enhance the member experience, and optimize efficiency. His core focus over the last decade has been to enable small to regional sized banks and credit unions compete with larger institutions. Leveraging insights gained through market analysis to create environments that bridge the gap between both the physical and digital experience. He currently oversees all business development, relationship management, and marketing efforts for LEVEL5. He has held executive level positions with various Design-Build firms, as well as global financial focused firms such as: De La Rue, Talaris, Experian, & Glory.

Day One- December 4th 2024

5:20 PM Keynote: Building a Customer-Focused Growth Strategy

A recent study illustrated that when financial institutions focus on the customer experience, they grow 43% faster than their peers. Many executive teams struggle to understand where to start in curating an end-to-end customer experience that creates engagement and loyalty, driving long term results. A great customer experience is not just about customer service. It requires a thoughtful, holistic, actionable approach which we will outline to get you headed in the right direction for 2025 and beyond.

Understand how location drives customer engagement at the branch
Learn the key factors to consider before purchasing your next site
Discover an approach to design that’s more than choosing swatches
Realize the start-to-finish integration necessary from member segmentation, site selection, tech solutions, design choices, through to construction finishes

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

Download The Latest Agenda