Webinar: Reflexis ONE for Banking by Consumer Bankers Association

About this Webinar

As banks adapt to a new post-pandemic paradigm, optimizing branch staffing and improving branch execution will be the key to superior branch performance. Join our virtual presentation and learn from our banking experts Brian Wallace, General Manager of Banking and Peter Daugherty, Solution Consultant who will share best practices and strategies for banks to consider in a post-COVID-19 world.

Agenda

Optimizing Branch Staffing - Challenges & Solutions
Improving Branch Execution Efficiency & Effectiveness
Empowering Branch Employee Productivity With Mobile-First Solutions

Presenters

Peter Daugherty

Solution Consultant, Financial Services

Pete spent over 20+ years in retail branch banking in roles from Teller to Market Leader, where he oversaw 225 branches and 3,000+ employees. Because of his business experience, he can help you understand the benefits of the Reflexis solution for your institution, using real-world and actionable opportunities.

Brian Wallace

General Manager, Banking

Prior to joining Reflexis, Brian founded and led the Branch Workforce Planning team at JPMorgan Chase and prior to that, was at The Home Depot, where he delivered several strategic initiatives, driving significant cost savings and efficiencies across store operations, supply chain, and merchandising.

Scott Simonton

Solution Consultant

Scott has over 20 years of consulting experience utilizing proven leadership, project management, analytical, and problem-solving skills to advise Fortune 500 retail clients on business opportunities and strategies.

Dan Guzzino

Business Solutions Manager

Dan supports our national Sales Executives in helping to identify and solve branch banking needs and challenges.

Brooks Kerrick

Banking Sales Executive

Brooks joined Reflexis with the advent of the Banking Division in late 2018. He has worked with technology and software into the Retail Banking industry for 25+ years and focused on Workforce Management.