Increasing Remote Services
During & After the Pandemic

(90-minute webinar – recording also available)

Monday, April 27, 2020

12:00 PM Pacific          1:00 PM Mountain

2:00 PM Central           3:00 PM Eastern

How will your financial institution evolve to meet the “new normal” of remote services and digital delivery?  What’s your strategy?  Learn how to succeed in the current and post-pandemic economy. 

AFTER THIS WEBINAR YOU’LL BE ABLE TO:

• Get products to market and close a loan in several clicks
• Understand changing branches for the digital consumer
• Discuss remote contact centers for employee fulfillment
• Engage in the push to contactless payments and easy P2P

WEBINAR DETAILS

Change your strategy from a slow evolution to a rapid revolution into digital/remote service delivery.  Now is the time to learn about key digital platforms, branch configurations, contact center expectations, user experience, digital marketing and fulfillment, payment systems, and employee skill sets that will help you succeed in the current and post-pandemic economy.

What have we learned from this crisis?  There will be a “new normal” at the other end.  The entire population, regardless of age or income, has now experienced the ease and value of remote delivery – and most will never go back.  Financial institutions need a seamless consumer experience, a simple digital delivery, a branch that can sell, and a “this is as easy as Amazon” mentality.  In addition, many employees who have tasted work-from-home think it’s wonderful.  That option may warrant on-going consideration, because well-managed, remote employees are more efficient and have lower rates of turnover and burn-out.  What’s your next step?

WHO SHOULD ATTEND?

This informative session will benefit directors, executive management, department heads, and strategic development strategists. 

TAKE-AWAY TOOLKIT

• Remote and digital self-audit questionnaire
• Employee training log

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    MEET THE PRESENTER - Tim Harrington, CPA, TEAM Resources

Tim Harrington is President of TEAM Resources and has been a financial institution consultant for over 27 years.  Tim has advised lenders on verifying income from tax returns since 1992 and consults with financial institutions nationwide on issues of strategy, profitability, and board governance.  He speaks at nationwide conferences and has presented in Canada, Mexico, Puerto Rico, Jamaica, and the Virgin Islands.  Tim is the author of the popular software, Lenders Tax Analyzer.  In addition, his book “Eisenhower on Enlightened Leadership” has been used by management teams nationwide to improve leadership skills. He did his undergraduate studies at Gonzaga University and graduate studies at the University of Washington.

Note: All materials are subject to copyright. Transmission, retransmission, or republishing this webinar to other institutions or those not employed by your financial institution is prohibited. Print materials may be copied for eligible participants only.

THREE REGISTRATION OPTIONS

1. LIVE WEBINAR

The live webinar option allows you to have up to three internet connections. Registrants receive a website address and passcode that will allow entrance to the seminar. The session will be approximately 90 minutes, including question and answer sessions. Seminar materials, including instructions, passcode, and handouts will be emailed to you prior to the broadcast. You will need the most-current version of Adobe Reader available free at www.adobe.com. 

2. RECORDED WEBINAR + FREE DIGITAL DOWNLOAD

Can’t attend the live webinar? This option provides a recording of the live event, including audio, visuals, and handouts. We even provide the presenter’s email address for follow-up questions. You will receive an email with the recorded webinar link, which can be viewed anytime 24/7, beginning 2 business days after the webinar. You will also receive instruction on how to download a free digital copy of the webinar to your PC, which you may keep and use indefinitely.

3. BOTH LIVE WEBINAR & RECORDED WEBINAR + FREE DIGITAL DOWNLOAD

Options 1 and 2 described above.

 AFFORDABLE, PROFESSIONAL TRAINING, WHEN AND WHERE YOU CHOOSE