Building Lines of Business for Banking Growth

In this episode of the Believe in Banking podcast, Gina and Juliet explore the growing role of lines of business in banking. From small business to wealth management, they discuss how financial institutions are expanding services and deepening relationships in ways that connect across generations. Their conversation highlights why branches remain powerful centers for advisory opportunities and relationship building, and how local presence gives banks and credit unions an edge in today’s competitive market. With line of business opportunities personalized for customers, they examine how financial institutions can bring these customized services to life at the branch. Lastly, they discuss shifting generational expectations, the importance of values alignment, and the branch’s role in creating trusted relationships that last. Collectively, these insights spotlight essential strategies banks and credit unions can use to compete and grow.

This podcast is hosted by ZenCast.fm