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Will Your Branch Adapt to the Needs of a Rapidly Changing Population?

Hear from the president of a credit union whose mission is to serve the underserved, and how their success is closely tied to ensuring all have equitable banking options.


Join Ben La Macchia and guests Christine Moczynski, President and CEO of Prime Financial Credit Union and Melvin Wong, VP of Consumer Lending at Sun Community Federal Credit Union, as they discuss how some of the fastest growing US demographics still face barriers to accessible banking, including minorities, immigrants, and individuals with disabilities, and how banks and credit unions can help by breaking down these barriers.

Hear from the president of a credit union whose mission is to serve the underserved, and how their success is closely tied to ensuring all have equitable banking options. We’ll also discuss the importance of data studies to understand demographics, in-branch inclusion tactics, and how a Seattle-based financial institution used their consumer feedback to design a branch in a highly diverse neighborhood by using a multicultural strategy.

Key Takeaways/ What You’ll Learn:

  • Understand the monumental shifts occurring within the US population and what this means for banking
  • Learn key strategies to ensure your branch is prepared for an evolving population
  • Hear how a community financial institution found success serving the underserved
  • Discover how a branch leveraged consumer insights to design a multicultural branch tailored to a diverse neighborhood
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