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2:25 - 2:55 Wesley MorganNancy G. Daniels


Case Study: Modernizing the Branch Experience By Disaggregating & Rebuilding


Wesley Morgan
MD, Retail Strategy & Transformation, Union Bank

Nancy G. Daniels
Executive Vice President & COO, Hyosung America


Session Description

In order to modernize the branch experience to better serve and attract customers who did not see value in a branch Union Bank is disaggregating the personnel, technology and space associated with the traditional teller function of completing transactions.  To create a single contact point to build relationships, deliver financial expertise and a superior consumer experience the Bank is working with Hyosung to automate transaction activity and evolve the role of its branch personnel.  This case study will walk you through their ideas, experience and results thus far.

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