Harnessing Technology to Deliver a Modern Branch Experience

PenAir Credit Union’s operating principle is to improve service for its members through enhanced access and convenience. In this session we explore how PenAir Credit Union has reimagined its branch strategy by using technology at the foundation of executing a ‘tellerless’ branch, while still maintaining a focus on customer service and efficiency.

Empowering the Frontline: North Shore Bank’s Success with Microsoft Integrated Task Management Software

In the ever-evolving landscape of workforce management, FIs struggle to optimize their operations efficiently. North Shore Bank addressed this challenge by implementing Nextenture’s task management software - a cloud-based task management solution that integrates with Microsoft Teams. The platform automates routine tasks and provides AI-driven insights for workflow optimization. As a result, the bank's frontline teams now save 3-4 hours per week per employee, allowing them to focus on delivering exceptional customer service and driving growth. This implementation has been key to achieving operational excellence across the organization.