Will Crosswell

Artificial intelligence is revolutionizing branch operations—but what does that mean for your institution? This session will explore how AI is being used to automate processes, enhance staff decision-making, and improve customer interactions in real time. From conversational intelligence tools to AI-driven product recommendations, you’ll see how automation can streamline operations while maintaining the human touch that customers value. Join us to learn how nearly 70% of financial institutions are implementing AI solutions to create smarter, more efficient branches that deliver exceptional experiences. Hear the latest on: 

• Evaluating AI and automation opportunities to streamline branch operations  
• Deciding which AI-powered solutions are right for your branch 
• Messaging leadership and staff to quell fears and help improve branch employee satisfaction 

As the banking industry undergoes rapid transformation, the roles and skills required for branch staff are evolving at an unprecedented pace. This session will explore how banks and credit unions can prepare their workforce for the future by redefining traditional roles, creating new positions driven by technological advancements, and equipping employees with the skills needed to thrive in a hybrid, customer-centric environment. Drawing from real-world examples, this session will address the importance of fostering a culture of continuous learning and adaptability. Attendees will also learn how to: 

• Leverage modernized training tools, mentorship programs, and data-driven insights to empower employees while enhancing productivity and customer satisfaction 
• Retain skilled employees in an increasingly competitive market 
• Implement upskilling and reskilling programs tailored to branch staff needs 
• Foster a culture of continuous learning to stay ahead of industry needs