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Event Name:Making Bank-at-Work Work for Your Bank (or Credit Union!)
Date:Wednesday, November 7, 2018 1:00pm CST
Presented By:BankersHub
Panelist(s) Info: David Peterson and Michael Beird  (Bio)

David Peterson is President of U.S. Dataworks, serving on the board of several industry related companies and associations, and is a serial entrepreneur with start-ups in retail and professional services.

David has inspired international audiences to rethink how innovation happens in their organization. He helps business leaders foster a culture of innovation that capitalizes on workforce diversity and instills accountability for driving growth. As the founder and CEO of Goldleaf Technologies, a leading provider of electronic payments software and a pioneer in the fintech industry, David understands the critical need to combat status-quo thinking to achieve sustainable profits and competitiveness in any industry.

David is the author of the best-selling book Grounded: Anchored Management for Strategic Leadership and Effective Decision-Making (Little River Publishing, 2016). His approach to strategic innovation has been praised by everyone from C-Suite executives to entrepreneurs to millennials.

Michael Beird is Co-Founder of BankersHub, the industry’s leading online training provider for financial services. Prior to BankersHub, Michael was Practice Director of Banking and Credit Card Research for J.D. Power. He advises Retail Banking executives on workforce management, retail policies and procedures, capacity planning and re-engineering at institutions across four continents since ’93. He was VP of Resource Engineering for Shawmut Bank Boston and began his career in Branch Management and Audit at Bank of America.

Credits:1.8 AAP, 1.5 CPE Credits

How to launch a Bank-at-Work program that works for your customer and your institution 

Financial technology is advancing every month, with innovations  embraced by more and more customers, especially younger generations and the emerging affluent. This is resulting in fewer customers ever coming to branches at all and bankers now struggling with how to reach them for ongoing sales and service.

The Bank-at-Work Solution TODAY! As a result, many financial institutions are reconsidering a solution that’s been around a long time… Bank-at-Work or Workplace Banking programs. And why not? By focusing on current business customers, you can create programs and events that both benefit your business customer while appealing to individuals who will find banking where their employer does convenient. Bank-at-Work has been an effective channel for banks to acquire new clients, deepen relationships and generate incremental revenue. But fully leveraging the channel requires that banks maintain a cohesive structure around the workplace program.

There are a lot of questions around best practices and approaches to successful Bank-at-Work programs and this banking webinar will cover them in detail.

Attendees to this banking webinar will learn:

  • The changing demographics of younger customers and emerging affluentThe fundamental components of the Bank-at-Work approach
  • How Bank-at-Work addresses industry-wide challenges and revenue growth at a time when customers are shifting away from brick-and-mortar
    • Putting bankers in front of prospects and customers who no longer visit branches
  • Ways for providing access to employees including:
    • Computer -in-break room
    • ATM at-business
    • Mobile access and mobile banking
  • The importance of the lending function to business customers’ employees
  • The critical keys to success through targeted marketing and relationship management
  • Other considerations for making Bank-at-Work successful for the institution AND its business customer owners/employees
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