Keynote & Workshop Topics:
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Banking & Credit Unions
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Decision Time: The Future of Credit Unions (Keynote and Workshop)
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Credit unions have long agreed that they have several natural advantages in the financial field. Despite this, progress towards capitalizing on these advantages seems to be very slow. Now, with technology offering new avenues of service and member support, it is decision time: do credit unions finally get their act together, or stand by and watch as the growth in their traditional constituencies stagnates? In this wide-ranging and challenging keynote and workshop, strategic planner and futurist Richard Worzel surveys the possible tomorrows of the credit union movement, and offers strategic tools for creating a step-by-step plan to expand the benefits of the credit union movement, both to existing members, and to new constituents.
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Can't See the Future for the Fees
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The major fault with many financial service providers today is that everyone is busy selling their own in-house products, and no one is providing a complete picture for the consumer. As a result, individuals get pieces of the financial solutions they need, but don't know how the pieces relate to each other. Will I be nearer my financial goals if I pay down my mortgage, or put money into an RSP? Should I buy a credit card that has an annual fee but offers benefits, or a no-fee, no-frills card? How much insurance do I need to protect my family, and how will it affect my ability to retire?
These kinds of problems represent the leading edge of the financial industry: the need to present a clear, integrated complete financial solution to help individuals reach their goals. And with the emergence of the Internet, and the consumer-friendly image of credit unions compared to other service providers, this offers a real opportunity to win the hearts and minds of new and existing members.
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Locating Tomorrow
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Branches are still the lifeblood of consumer banking - yet everyone in the industry knows that the ground has shifted with the advent of the Internet, wireless technology, and the major shifts in marketing and advertising. How are the techniques of identifying the desired customer, and then attracting and retaining her changing in a world where technology keeps changing the rules? How do you decide what should be in cyberspace, and what in the real world? How are the demographics and psychographics of the marketplace shifting, and how will that affect the products and services you offer? How should your marketing reflect these changes, and how are all these changes affecting your brand identity and value proposition? In this wide-ranging survey of the future of banking, futurist Richard Worzel will not only address these specific issues, but offer a set of tools that will help you reach key decisions in a world of uncertainty and dramatic change.
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