In this episode, Sean and Gina share timely insights from speaking and participation at the financial industry’s leading conferences. Specifically, they discuss demands on banking and credit union leaders relating to their branch networks and how planning for saving and growing at the same time is essential for institutions of all sizes. To make the most of opportunities that branches bring, many institutions have been active in either acquiring small networks or building new locations in growth markets. Addressing the latest generational data, they discuss how people from all generations are seeking in-person advisory services at the branch as everyday transactions go digital. Finally, they look at examples that range from Chase to Guaranty bank in Mississippi and the powerful combination of the right market with the right staffing and the right physical presence.
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