The Branch Experience, Transformed: What Outdated Branch Operations Cost You and How Modernization Drives Growth

About the Webinar

PRESENTER:

• Josef Oliker, Director of Product Management, FIS

ABOUT THE WEBINAR:

Despite decades of “branch is dead” predictions, forward-thinking banks know the branch isn’t obsolete – it’s misused. Outdated branch operations come with hidden costs: manual workflows that drain staff time, siloed systems that frustrate customers and staff, lengthy training cycles, and missed sales opportunities, all while increasing risk and errors. 

In this CBA-hosted webinar, hear from Josef Oliker, industry expert at FIS who will contrast the “before” and “after” of branch transformation to show how modernizing your branch experience turns those costs into wins. Learn how aligning people, process, and technology can reinvent the branch as a revenue, relationship, and trust engine. We’ll explore the rise of the universal banker model, where front-line teams leverage a single, digital-first platform instead of juggling disparate tools. See how guided workflows and real-time data can slash wait times and errors, embed fraud prevention at the front line, and empower staff to confidently cross-sell and deepen customer relationships. 

Attendees will come away with insight into the ROI of a unified branch approach – from efficiency gains and stronger compliance to higher deposit growth and happier customers.

THIS WEBINAR WILL COVER: 

• Why the branch isn’t broken—but burdened—examining the hidden cost of legacy branch models, from manual processes to fragmented systems.
• A “before and after” view of branch modernization, showing how people, process, and technology come together to reshape the in-branch experience.
• How the universal banker model and a unified, digital-first platform are changing front-line productivity, risk management, and sales effectiveness.

TOP 3 BENEFITS TO ATTENDEES:

1. How guided workflows and real-time insight can cut wait times, reduce errors, and embed fraud prevention at the point of service.
2. Practical insights into empowering front-line staff to engage customers more confidently, cross-sell effectively, and build deeper relationships.
3. See the tangible ROI of a unified branch approach—from productivity and compliance gains to stronger deposit growth and customer satisfaction.
    

ABOUT OUR PRESENTER:

Josef Oliker

Director of Product Management, FIS

Josef is focused on modernizing in branch banking experiences. He leads strategy and delivery across Digital One Banker and Teller applications, working closely with financial institutions to simplify operations, reduce risk, and support core agnostic growth. Josef brings deep experience aligning product vision, client needs, and large scale technology execution.

**CBA Webinars are free for all CBA members. Please login to register. If you have any questions or need assistance with registration please reach out to Isabella Brennan (ibrennan@consumerbankers.com).