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Thursday, March 13, 2014

2:45 p.m. - 3:30 p.m.
Track: Branch Optimization View Track


Moderator: Hal Hopson, Managing Director, Analytic Services Practice, PITNEY BOWES SOFTWARE
David R. Leatherman, SVP, Financial Planning and Decision Support, SANDY SPRING BANK
Dawn Bastarache, Senior Vice President, Retail Delivery Manager, HANCOCK BANK
Mike Wood, Head of Analytics and Reporting for US Retail and Business Banking, BMO

There is no doubt that the role of the branch is changing dramatically.  Smart banks are focused on leveraging analytics in their omnichannel, customer centric strategies, where branches continue to play a key – if changing - role. Understanding the cost and revenue implications of this changing role is essential to profitability and growth – but it isn't easy.  Fortunately customer and channel analytics provide mechanisms to make smarter strategic decisions.  

In this session we'll cover three topics with banking leaders:

  • What is the new role of the branch?  What does past experience tell us about likely future outcomes?
  • How will this changing role impact branch economics and branch design? 
  • What are the new metrics of branch success?  What analytic approaches are best for attributing value to branches in an omni-channel bank.


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