Branch Strategy Forum

The Branch Strategy Forum provides a venue for senior bank managers, solution providers, and industry experts to discuss strategic issues related to branch banking. The Forum provides an opportunity for its members to debate strategies, analyze emerging technologies, and share experiences in a collegial setting. Each Forum meeting consists of industry-focused research, peer led case studies, and panel discussions conducted in an environment that fosters open and candid communication.

Participants in the Branch Strategy Forum join on an annual basis to send representatives to each of the three meetings per year. Meeting agendas and research topics are developed with member input to ensure that the Forum addresses the most pertinent industry issues. Deliverables from each meeting include presentation booklets, meeting summaries, discussion papers, and research reports. Topics include, for example:

• Branch Performance Measurement
• Branch Incentive Programs
• Account Opening/Cross-selling strategies
• Branch Staffing Models
• Customer Satisfaction/Retention
• Branch Platform Automation
• Launching Sales/Marketing Campaigns
• Small Business Strategies
• Regulatory Impacts
• Customer relationship management
• De novo branching
• Fraud prevention
• Customer profitability models

The Branch Strategy Forum seeks to differentiate itself from other conferences by building and maintaining close relationships with its members, offering pertinent and informative discussion topics, and remaining an industry-focused group led by its members. Whether you are responsible for sales/marketing, branch operations, or small business the Branch Strategy Forum will offer you valuable insight into today's market.