Strategies to Keep Banking Human

IT, Technology, & Operations

Concern is being expressed in boardrooms and branches about the ultimate impact of the digital transformation of banking. As every technological innovation comes online, human interaction is reduced or replaced; and financial institutions must find new ways to maintain trust, build loyalty and deepen relationships. Suppressing digital transformation is NOT the answer. Finding new ways to keep banking human, IS!

Who Should Attend: Retail Bankers, Branch Managers, CAOs, COOs, Operations Executive, Innovation Officers

Learning Objectives

  • Improve customer engagement through the right use of data
  • Adjust branding to humanize the digital customer experience
  • Modify internal and external communications
  • Utilize three leadership skills necessary to help an institution harness technology, while preserving human connection


Joe Sullivan
Market Insights, Inc.
Market Insights is a consultancy with expertise in market assessments, delivery optimization, strategic planning, brand and culture transformation. The themes of growth, innovation and motivation can be found throughout Joe’s work. He has shared his insights with international, national, regional and state associations.  Joe is on the faculty of the UW Graduate School of Banking (Digital Banking School), Ohio Bankers League Mgmt.  School and Washington Bankers’ (Fintech Executive Devp Program). Topics include human connection, disruption, Fintech, consumer trends, delivery systems, leadership and the future.

Joe’s passion, energetic style and practical approach engages his audiences and consistently makes him a top-rated speaker. His unique perspective comes from working side-by-side with executives around the U.S. in the development of successful growth strategies. Joe incorporates these frontline experiences into his presentations and offers insights that challenge conventional thinking; creating a sense of excited urgency with his audiences.  

Webinar Fees

Pricing For Price Season Pass
Bank Member $195 $0
Bank Nonmember $249 $0
Affiliate Member $195 $0
Affiliate Nonmember $249 $0

Season Pass Members receive 4 individual logins to every webinar

Additional Info

Participants will earn 1.0 CPE credit

Field of Study: Specialized Knowledge

Prerequisites: Knowledge of the Full Credit Bill Rule

Advanced Preparation: None

Program Level: Intermediate

Delivery Method: Group Internet Based

Refunds and Cancellations: Webinar registrations are non-refundable. If the registrant is unable to attend the designated time and date of the webinar, a playback link and any written materials will be provided within 2 business days following the conclusion of the webinar

Western Bankers Association is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its


Click here to register online