How to Marry Your Bank Branch & Digital Transformation Strategies
Gain in-depth insights into marrying branch and digital transformation strategies to develop a best in class hybrid strategy.
In recent years, many financial institutions have raced to create digital-only experiences that shift their clients away from physical channels. The result? "CX quality [dropped] for most FIs, and clients’ trust [fell] for the first time since 2018, " according to Forrester. While digital channels are important, over-rotating on them can be a serious mistake.
Watch this on-demand webinar, where industry leader Aaron Young (SVP Branch Operations/Retail Banking from the Credit Union of Southern California) and Jim Marous give in-depth insights into marrying branch and digital transformation strategies to develop a best in class hybrid strategy. Aaron shares insider details around CU SoCal’s transformation, learnings along the way, what it’s meant for their members and some results they’ve seen thus far.
Key Takeaways:
- Discover the hybrid transformation adoption curve and learn where FIs currently sit within it
- How to ensure your digital and branch transformation journeys work together to achieve your collective goals
- Hear about many common friction points clients are facing and why it’s causing forward facing industry leaders to begin embracing and establishing their hybrid strategies
- Tips and insights on how to create experiences at ease and ensure your digital channels feels like an extension of your branch
