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A 4-Part Educational Webinar Series

expTransformation 101:
3 Simple Steps for Shifting from Transactional to Advisory

March 10, 2021 at 09:30 AM MST - 10:30 AM MST


You'll walk away from this webinar with:

→ The meaning of Universal Associates, the benefits they bring, and how to adopt the Universal Banking service model.

→ Technologies and design features that spark advisory conversations with clients.

→ Training techniques for delivering an ultimate client experience and elevating your staff performance.

→ Followed by a live Q+A where you have the chance to get your questions answered.

Who should attend?

Operations Leaders  |  Retail Leaders |  IT Leaders  |  Learning & Development Leaders

Speakers:

→ John Dillon - Integration Strategist, CFM

→ Sonny Horton - Director of Tech Alliances & Professional Services, DBSI + CFM

→ Nathan Moore - CTO and Head of Customer Success, DBSI + CFM

 

Watch Recording

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Transformation 201:
4 Strategies for Attracting New Clients & Growing Your Wallet Share

April 14, 2021 at 09:30 AM MST - 10:30 AM MST


You'll walk away from this webinar with:

How to differentiate your institution from the one next door and what it takes to stand out.

→ Quick and easy ways to improve marketing, communication, and advertising efforts.

→ The different options you have for servicing clients and how each impacts your bottom line.

Who should attend?

Marketing & Sales Leaders  |  Operations Leaders  |  Retail Leaders  |  IT Leaders

Speakers:

→ Cody Willis - Sr. Integration & Retail Tech Strategist, CFM

→ Kyra Vidas - Visual Communications Strategist, The Digital Signage Agency

→ Jessica Kreger- Lead Interior Designer & Assoc. IIDA, LEED Green, DBSI

 

Watch Recording

cos2tTransformation 301:
A Fool-Proof Plan for Optimizing (& Shrinking) Your Branch Network

May 12, 2021 at 09:30 AM MST - 10:30 AM MST


In this session we will be covering:

→ How new client behaviors are changing the industry and how these changes are affecting the branch.

→ A look at today's average branch versus a few years ago, and where branches are headed in the future.

→ Easy ways to identify which branches need to be reevaluated and which need to be leveraged.

→ The most efficient and cost-effective way to optimize your entire branch network in the shortest time possible.


Who should attend?

C-Suite Execs  |  Operations Leaders  |  Retail Leaders  |  Facilities Leaders 

Speakers:

Dan Parsons, VP of Branch Operations, BCU

→ Mike Forsyth - Director of Transformation Strategies, DBSI

→ B.A. Eastwood - Director of Architectural Services, DBSI

Watch Recording

ExperienceTransformation 401:
3 Techniques for Creating a Workplace That Drives Productivity

June 9, 2021 at 09:30 AM MST - 10:30 AM MST


In this session we will be covering:

What the modern workforce and workplace looks like, specifically for financial institutions.

How to optimize your headquarters to increase productivity, innovation, and employee satisfaction. 

Different techniques that can be leveraged to achieve different initiatives within a headquarters, from communication to safety to collaboration and beyond.


Who should attend?

C-Suite Execs  |  Operations Leaders  |  Human Resources Leaders |  Learning & Development Leaders

Speakers:

→ Jared Jones- Transformation Strategist, DBSI

→ B.A. Eastwood - Director of Architectural Services, DBSI

→ Jessica Kreger - Lead Interior Designer & Assoc. IIDA, LEED Green, DBSI

 

Watch Recording