Future Branches 2019

November 18 - 20, 2019

Hilton Austin, Austin, TX

Ray K. Ragan, PMP, AVP, Project Management at Vantage West Credit Union
Vantage West Credit Union Logo

Ray K. Ragan


PMP, AVP, Project Management
Vantage West Credit Union

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

Download The Latest Agenda

Day One: Plotting and Designing an Efficient and Cost Effective Network

Monday, November 18th, 2019


11:25 AM PANEL REMIX: Your Branch’s Role in Jumpstarting Growth Regardless of Network Size & Resources

The rampant shuttering of branches has slowed down in the past two or three years and now, banks are even starting to open some branches. Why? Because branches still remain the best way for a bank to enter a new market and they are the biggest sources of revenue for a bank. But, for those that don’t have the luxury of adding new locations to grow, how do you start bringing new money in from existing and new clients? In many cases, that involves adding in new technology that will both move easy transactions to self service and put the needs of the customer right in the hands of your teller. With less menial transactions to take care of and more info on the customers walking in the door, your tellers can start to grow relationships with their customers and become advisors- long term relationships like these are the best way to get your customers to trust you enough to buy more of your products. Join our panel to hear how top banks and credit unions are approaching the growth opportunities that their branches present.

1:50 PM Case Study REMIX: Strategy to Execution: How Vantage West CU Put into Action Their Phoenix Expansion Plan

After the market crash of 2008, financial institutions everywhere felt the need to start closing branches to save money. It would reduce rent prices and staffing prices and would account for the rapid move to digital banking that was starting to make some of those branches irrelevant. The rampant shuttering of branches has slowed down in the past two or three years and now, banks are even starting to open some branches. Why? Because branches still remain the best way for a bank to enter a new market and they are the biggest sources of revenue for a bank. Join this session to hear about the strategy behind adding new branches to your footprint and what best practices are:

•The reasoning behind adding branches to your footprint
•Understanding the strategy behind where new branches should be located
•Knowing how many you can add given the current trend of closures