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Preparing for Online Branches to Attract and Keep Gen X,Y, and Z Customers
Webinar
11 AM CT
Presenter(s): J. Scott Gupton and Karen Freeman
Duration: 1 hour
Pricing:
Live, Digital Download or CD
combos available for an additional $50
$299 - (full-price, no discount)
$249 - (for Affiliation Members)
As you work toward decoding and banking Gen X, Y and Z, you’ll want to embrace new concepts and services in order to attract these existing and emerging market segments. Consumer capture, person to person payments, account aggregation, online applications, online enrollment, online financial Information vault – these are some of the services we’re talking about.
In this webinar, we will discuss how engaging your customer through an online branch with comprehensive solutions strengthens your overall customer loyalty while gaining market share. Internet Banking is no longer enough! It is time to embrace Banking 2.0. We will:
- Explore the difference between a website and a fully functional online branch
- Discuss how to create a home banking experience for your customer through account aggregation
- Delve into online account applications for DDA, mortgage, and personal loan accounts – the risks and the rewards
- Create a self service channel that complements your bank’s service standards
- Develop an online solution to facilitate online deposits
- Strengthen repeat business by creating essential portals or access points, during and after the close
- Discuss how to staff your online branch
BIO: J. Scott Gupton
J. Scott Gupton is Chief Operating Officer and Executive Vice President of Sumner Bank and Trust, Gallatin, TN. Gupton serves as a senior executive officer whose responsibilities include overseeing bank operations, accounting, financial reporting, facilities, information technology, compliance, vendor management and auditing functions. This is the second de novo bank for which he has been involved. Prior to joining Sumner Bank and Trust, Scott’s diverse banking experience included operations management, relationship management and lending as well as some of his current responsibilities, at a state wide commercial bank, a large national bank and a midsized community bank.
He is a graduate of the University of TN at Knoxville with a BS in Business Administration and Marketing. He is also a graduate of The Southeastern School of Banking at the Owen Graduate School of Management at Vanderbilt University. Scott has spoken to industry groups on remote capture, merchant capture and branch capture strategies, risk assessment and risk management. He has co-authored 2 publications, has spoken at financial industry conferences and has served as an expert witness on financial industry matters.
BIO: Karen Freeman
Karen Freeman is a Vice-President & Marketing Director of Sumner Bank and Trust, Gallatin, TN. Freeman is responsible for managing the creative process associated with Sumner Bank & Trust’s campaigns and collateral. She has assisted in creating the bank’s cultural framework including the implementation of innovate banking programs & techniques designed to push SB & T above its peers. Karen is a member of the bank’s commercial sales team with expertise in areas concerning cash management and deposit account solutions. Prior to joining Sumner Bank and Trust, Freeman managed marketing efforts for a state-wide commercial bank. She holds a BA in Communications.
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