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The New Branch Imperative

July 24

Online Webinar

July 24, 2014
11:00 a.m. Central time

Many credit union executives find themselves second-guessing their operationally driven legacy branches. With growing revenue, member experience, and efficiency top of mind while teller transaction volumes are in a state of perpetual decline, credit unions need to re-think and address the branch performance challenge now.

In this Webinar, experts from CUES strategic partner Cornerstone Advisors will present ways credit unions can assess the performance, develop strategies, and make the tough choices necessary to improve the performance of their branches. Included will be a discussion of branch strategy, enhancing workflows, reducing paper and embracing applications integration across the credit union.

Join us and learn how to:

  • Make sense out of the competing demands and tough choices around branches
  • Build a market and delivery strategy incorporating improved branch performance
  • Invest in smaller initiatives that have clearly defined and understood exit strategies
  • Offload some operations functions to slower or rural branches
  • Redirect resources through renegotiating contracts with mature and tactical vendors— such as core, debit, online banking, bill pay—to make way for newer strategic investments—such as self-service kiosks, sales tools, and analytics.
  • Create a business case for new branch and related channel investments and determine the metrics that will help evaluate performance

About the Presenters:

Eric Weikart
Managing Director

Weikart heads up Cornerstone Advisors’ Performance Solutions area, where he is instrumental in assisting credit unions and banks maximize their performance, operating efficiency and technology utilization through the use of peer benchmark comparisons and sharing best practices. Weikart was a contributing author for The Cornerstone Report and he writes for GonzoBanker, Cornerstone’s industry blog, and CU Management, a CUES publication. He has been quoted in a variety of trade publications, including Credit Union Journal, Credit Union Times and American Banker. Weikart currently teaches at the CUES School of Growth and Profitability and has taught at BAI’s Retail Delivery Conference.

Sam Kilmer
Senior Director

With over 20 years’ experience in the financial services industry, Sam Kilmer manages selected strategic planning engagements at Cornerstone Advisors. Kilmer designed and delivered curriculum for national conferences including those from CUES, CUNA, the Risk Management Association, BAI and ICBA. Before joining Cornerstone, Kilmer was VP of market development at risk management solutions provider Harland Financial Solutions, where he was responsible for strategic planning, alliances, and industry research. Prior to Harland, Kilmer was a manager at two different financial institutions.

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