BREAKOUT SESSION / TUESDAY / SEPTEMBER 14, 2021 / 1:00 PM
Branch of the Future: Trends in Branch Design
In recent years, the physical branch has been a hot topic of discussion in the financial services industry. Some FIs have created “branch of the future” concepts, focusing on high-tech and high-touch. Others have opened branches in non-traditional locations while closing some traditional branches in an effort to “right size.” This panel will discuss the branch and ATM physical network strategy in light of the way customers bank today. We’ll also ask: will COVID-19 have a lasting effect on branch design?
Stephen Griffin | Senior Vice President, Retail Branch Distribution Strategy & Sales, Staffing Analytics | Regions Bank
Stephen Griffin is a Senior Vice President at Regions Bank and is the Director of the Retail Distribution Planning Group. He began his banking career in 1992 and has 29 years of retail banking experience. Stephen has worked in various roles including branch management, branch operations management, incentive management, data management, analytics and reporting management, along with his current role of managing the retail network distribution and market plans for branches and ATMs, including De Novo expansion, rationalization and optimization, physical design, new branch technology, aligning with digital partners and physical site selection. Stephen is a 1992 graduate of The University of Alabama with a degree in Corporate Finance.
Brian McEvoy | SVP, Sr. Retail Banking Officer | Webster Five Cents Savings Bank
Brian McEvoy joined Webster Five in Central Massachusetts in June of 2020. In his role as Sr. Retail Banking Officer, Brian is responsible for the design and execution of the bank’s retail growth strategy, with a focus on branch transformation, sales and service culture, and omni channel delivery. Brian leads the Retail Banking division, inclusive of Branch Administration, Marketing, Contact Center, Digital channels, and W5 Investment Services. Brian is a veteran New England banker, starting his career with Fleet Bank in 1996. He also spent several years in the mid-Atlantic with TD and in the Southeast with Synovus. His banking career has been spent exclusively in the Retail arena; however, Brian has led such diverse functions as direct branch management, distribution strategy, workforce management, process optimization, and branch experience design.
Mack Turner | Founder | Mack Turner Marketing Consulting & Insights
Mack is the founder of Mack Turner Marketing Consulting and Insights and is the former Marketing Research and Insights executive for Bank of America. He has over three decades of marketing research, analytics, and customer satisfaction management experience. He has led research for global marketing, consumer banking, investment banking and advertising strategy. Mack’s professional interests include: Consumer Psychology, Futurist Studies, Systems Thinking and Decision Risk Modeling. Mack has served as the chair of the Marketing Science Institute’s Advisory Council and is a 40-year member of the American Marketing Association.
Dan Mercurio | Head of Strategic Partnerships | SigFig
Dan Mercurio is Head of Strategic Partnerships at SigFig, where he oversees relationships with major financial institution partners and defines the company’s strategy and direction for business growth and development. Prior to joining SigFig, Dan spent over 15 years in leadership roles at various banks within the US, including Fleet Bank, Wachovia Bank, Santander and Cambridge Savings Bank. Dan holds a BA in International Business and Economic Theory from Assumption College in Massachusetts.