Branch Strategy Forum Member Benefits

The Branch Strategy Forum (BSF) is not your ordinary industry conference or lecture series. We bring together industry experts to share experiences, analyze new technologies, and openly debate emerging market trends in a confidential, non-threatening, collegial environment. The following characteristics are what we believe differentiates our Forums from other industry conferences:

• A sense of community among senior leaders in the industry
• Highly participative and interactive meetings characterized by Forum participants asking questions and contributing comments during every session
• Many of the same people from each organization attend every meeting, which develops relationships conducive to information-sharing
• No concurrent sessions, which allow participants to hear all sessions, thus creating more dialogue
• Introduction of new products, ideas, technologies, and players to the industry at large without sales pitches or vendor booths

The BSF targets retail banking managers with responsibility for sales/marketing, branch operations, and small business that will provide genuine insight and discussion regarding existing market trends and market strategies.

Global Concepts provides the following deliverables to Branch Strategy Forum members.

Three Meetings Each Year

The Branch Strategy Forum convenes three times each year, bringing managers from leading financial institutions together with technology providers to discuss key strategies and emerging trends in branch banking. Issues such as Branch Performance Measurement, Branch Incentive Programs, Account Opening/Cross-selling strategies, Branch Staffing Models, Customer Satisfaction/Retention, Branch Platform Automation, Launching Sales/Marketing Campaigns, and Small Business Strategies are presented in detailed case studies and discussed in a roundtable environment. Financial institution members may send up to five registered delegates to each of the three annual meetings depending on their size; solution providers may send up to three.

One Strategic Research Report

Global Concepts will produce one report each year to stimulate discussion and provide a unique perspective on the industry.  The report may analyze trends, look at emerging technologies, define new strategies or simply bring important issues to light. 

Three Detailed Meeting Summaries

Global Concepts' detailed summaries of all Forum sessions relieve attendees of the burden of taking exhaustive notes. This allows members to take advantage of the extraordinary opportunity to engage their peers from across the industry in substantive discussion of bank case studies and Global Concepts' research. Following each meeting, members will receive a 20-30 page synopsis recounting the presentations, questions and answers, and discussion. Meeting summaries serve as a valuable reference to share with non-attending members and often replace attendee trip reports.

Three Speaker Presentation Booklets

For each meeting of the Forum, Global Concepts prepares a booklet of speakers' presentations. The booklet ensures that all members of the audience have a clear view of each speaker's slides, regardless of seating location in the room. It also supports the lively audience-wide discussions for which all our Forums are known. Attendees have found the booklets to be a convenient format for jotting down ideas and sharing information with colleagues who could not attend the meeting.

Web Access to Deliverables

Research reports, meeting summaries, and presentations are all available in electronic format from Global Concepts' Web site. The online availability of these Branch Strategy Forum deliverables enables all members of your organization to benefit from member discussions and Global Concepts' research. Instead of photocopying documents or forwarding them via email, individuals who were unable to attend can be supplied with the company's login ID and password to retrieve Branch Strategy Forum deliverables as needed.