INNOVATION CONFERENCE 2017 BRANCH TRANSFORMATION FOR …€¦ · INNOVATION CONFERENCE 2017 BRANCH...

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INNOVATION CONFERENCE 2017 BRANCH TRANSFORMATION FOR SMALL BUSINESS Brett Bies, SVP & CIO, First Federal Dan DeCosta,1 st VP, CIO, BayCoast Bank Brady Young, Director of Retail Banking, Bank of Oak Ridge Esther Gorbey, Director of Business Systems, MVB Bank Lois Kemp: NCR Field Marketing Leader - Financial Services and Channel NCR Innovation Conference 2017: Confidential Please use the Innovation Conference Event App to check-in to this session S673

Transcript of INNOVATION CONFERENCE 2017 BRANCH TRANSFORMATION FOR …€¦ · INNOVATION CONFERENCE 2017 BRANCH...

INNOVATION CONFERENCE 2017BRANCH TRANSFORMATION FOR SMALL BUSINESSBrett Bies SVP amp CIO First Federal

Dan DeCosta1st VP CIO BayCoast Bank

Brady Young Director of Retail Banking Bank of Oak Ridge

Esther Gorbey Director of Business Systems MVB Bank

Lois Kemp NCR Field Marketing Leader - Financial Services and Channel

NCR Innovation Conference 2017 Confidential

Please use the

Innovation Conference

Event App to check-in to this session

S673

Brett Bies SVP amp CIO

First Federal

Brady Young Director Retail

Banking

Bank of Oak Ridge

Dan DeCosta 1st VP CIO

BayCoast Bank

Ester Gorbey Director of

Business Systems

MVB Bank Inc

Our Panelists

2NCR Innovation Conference 2017 Confidential

The Face of Small Business

Source Bureau of Labor Statistics(wwwsbagovadvocacy10871)|BoA SBA study| SCORE

Are innovators

Technology is important to

them

Create jobs in the community

Work 40-70 hours a week

Need flexibility additional

business services and quick

hassle-free decisions

Small business chooses how when and where they bank

Increase Convenience Extended Hours

Provide Consulting Face to Face Expertise

Tech Bar

Resource Support Facilities Tech Services

NCR Innovation Conference 2017 Confidential

Extended hours privacy first to market

Key stakeholder challenges and process

NCR Confidential

Early Adopter in Market

10NCR Innovation Conference 2017 Confidential

ldquoYou changed not just the way I do business but my liferdquo

Whatrsquos next

Review Your Current Small Business Strategy

Is there existing retail branch transformation that can also drive small

business growth

What would be needed to effectively serve small business

Focus on Small Business for Branch Transformation

12NCR Innovation Conference 2017 Confidential

bull Status Quo could not meet long term needs of community nor SMB

bull Lack of understanding of what Interactive Teller is

QampA

You can earn 10 points toward the

Innovation Game right now

Please go to ldquoSchedulerdquo in the

mobile app find this session and

take a short survey to provide

feedback

Surveys will remain open for 2

hours

Survey code is S673

14NCR Innovation Conference 2017 Confidential

Please give us your feedback

INNOVATION CONFERENCE 2017

THANK YOU

Please use theInnovation ConferenceEvent App to check-in to this session

NCR Innovation Conference 2017 Confidential

Brett Bies SVP amp CIO

First Federal

Brady Young Director Retail

Banking

Bank of Oak Ridge

Dan DeCosta 1st VP CIO

BayCoast Bank

Ester Gorbey Director of

Business Systems

MVB Bank Inc

Our Panelists

2NCR Innovation Conference 2017 Confidential

The Face of Small Business

Source Bureau of Labor Statistics(wwwsbagovadvocacy10871)|BoA SBA study| SCORE

Are innovators

Technology is important to

them

Create jobs in the community

Work 40-70 hours a week

Need flexibility additional

business services and quick

hassle-free decisions

Small business chooses how when and where they bank

Increase Convenience Extended Hours

Provide Consulting Face to Face Expertise

Tech Bar

Resource Support Facilities Tech Services

NCR Innovation Conference 2017 Confidential

Extended hours privacy first to market

Key stakeholder challenges and process

NCR Confidential

Early Adopter in Market

10NCR Innovation Conference 2017 Confidential

ldquoYou changed not just the way I do business but my liferdquo

Whatrsquos next

Review Your Current Small Business Strategy

Is there existing retail branch transformation that can also drive small

business growth

What would be needed to effectively serve small business

Focus on Small Business for Branch Transformation

12NCR Innovation Conference 2017 Confidential

bull Status Quo could not meet long term needs of community nor SMB

bull Lack of understanding of what Interactive Teller is

QampA

You can earn 10 points toward the

Innovation Game right now

Please go to ldquoSchedulerdquo in the

mobile app find this session and

take a short survey to provide

feedback

Surveys will remain open for 2

hours

Survey code is S673

14NCR Innovation Conference 2017 Confidential

Please give us your feedback

INNOVATION CONFERENCE 2017

THANK YOU

Please use theInnovation ConferenceEvent App to check-in to this session

NCR Innovation Conference 2017 Confidential

The Face of Small Business

Source Bureau of Labor Statistics(wwwsbagovadvocacy10871)|BoA SBA study| SCORE

Are innovators

Technology is important to

them

Create jobs in the community

Work 40-70 hours a week

Need flexibility additional

business services and quick

hassle-free decisions

Small business chooses how when and where they bank

Increase Convenience Extended Hours

Provide Consulting Face to Face Expertise

Tech Bar

Resource Support Facilities Tech Services

NCR Innovation Conference 2017 Confidential

Extended hours privacy first to market

Key stakeholder challenges and process

NCR Confidential

Early Adopter in Market

10NCR Innovation Conference 2017 Confidential

ldquoYou changed not just the way I do business but my liferdquo

Whatrsquos next

Review Your Current Small Business Strategy

Is there existing retail branch transformation that can also drive small

business growth

What would be needed to effectively serve small business

Focus on Small Business for Branch Transformation

12NCR Innovation Conference 2017 Confidential

bull Status Quo could not meet long term needs of community nor SMB

bull Lack of understanding of what Interactive Teller is

QampA

You can earn 10 points toward the

Innovation Game right now

Please go to ldquoSchedulerdquo in the

mobile app find this session and

take a short survey to provide

feedback

Surveys will remain open for 2

hours

Survey code is S673

14NCR Innovation Conference 2017 Confidential

Please give us your feedback

INNOVATION CONFERENCE 2017

THANK YOU

Please use theInnovation ConferenceEvent App to check-in to this session

NCR Innovation Conference 2017 Confidential

Small business chooses how when and where they bank

Increase Convenience Extended Hours

Provide Consulting Face to Face Expertise

Tech Bar

Resource Support Facilities Tech Services

NCR Innovation Conference 2017 Confidential

Extended hours privacy first to market

Key stakeholder challenges and process

NCR Confidential

Early Adopter in Market

10NCR Innovation Conference 2017 Confidential

ldquoYou changed not just the way I do business but my liferdquo

Whatrsquos next

Review Your Current Small Business Strategy

Is there existing retail branch transformation that can also drive small

business growth

What would be needed to effectively serve small business

Focus on Small Business for Branch Transformation

12NCR Innovation Conference 2017 Confidential

bull Status Quo could not meet long term needs of community nor SMB

bull Lack of understanding of what Interactive Teller is

QampA

You can earn 10 points toward the

Innovation Game right now

Please go to ldquoSchedulerdquo in the

mobile app find this session and

take a short survey to provide

feedback

Surveys will remain open for 2

hours

Survey code is S673

14NCR Innovation Conference 2017 Confidential

Please give us your feedback

INNOVATION CONFERENCE 2017

THANK YOU

Please use theInnovation ConferenceEvent App to check-in to this session

NCR Innovation Conference 2017 Confidential

Increase Convenience Extended Hours

Provide Consulting Face to Face Expertise

Tech Bar

Resource Support Facilities Tech Services

NCR Innovation Conference 2017 Confidential

Extended hours privacy first to market

Key stakeholder challenges and process

NCR Confidential

Early Adopter in Market

10NCR Innovation Conference 2017 Confidential

ldquoYou changed not just the way I do business but my liferdquo

Whatrsquos next

Review Your Current Small Business Strategy

Is there existing retail branch transformation that can also drive small

business growth

What would be needed to effectively serve small business

Focus on Small Business for Branch Transformation

12NCR Innovation Conference 2017 Confidential

bull Status Quo could not meet long term needs of community nor SMB

bull Lack of understanding of what Interactive Teller is

QampA

You can earn 10 points toward the

Innovation Game right now

Please go to ldquoSchedulerdquo in the

mobile app find this session and

take a short survey to provide

feedback

Surveys will remain open for 2

hours

Survey code is S673

14NCR Innovation Conference 2017 Confidential

Please give us your feedback

INNOVATION CONFERENCE 2017

THANK YOU

Please use theInnovation ConferenceEvent App to check-in to this session

NCR Innovation Conference 2017 Confidential

Tech Bar

Resource Support Facilities Tech Services

NCR Innovation Conference 2017 Confidential

Extended hours privacy first to market

Key stakeholder challenges and process

NCR Confidential

Early Adopter in Market

10NCR Innovation Conference 2017 Confidential

ldquoYou changed not just the way I do business but my liferdquo

Whatrsquos next

Review Your Current Small Business Strategy

Is there existing retail branch transformation that can also drive small

business growth

What would be needed to effectively serve small business

Focus on Small Business for Branch Transformation

12NCR Innovation Conference 2017 Confidential

bull Status Quo could not meet long term needs of community nor SMB

bull Lack of understanding of what Interactive Teller is

QampA

You can earn 10 points toward the

Innovation Game right now

Please go to ldquoSchedulerdquo in the

mobile app find this session and

take a short survey to provide

feedback

Surveys will remain open for 2

hours

Survey code is S673

14NCR Innovation Conference 2017 Confidential

Please give us your feedback

INNOVATION CONFERENCE 2017

THANK YOU

Please use theInnovation ConferenceEvent App to check-in to this session

NCR Innovation Conference 2017 Confidential

NCR Innovation Conference 2017 Confidential

Extended hours privacy first to market

Key stakeholder challenges and process

NCR Confidential

Early Adopter in Market

10NCR Innovation Conference 2017 Confidential

ldquoYou changed not just the way I do business but my liferdquo

Whatrsquos next

Review Your Current Small Business Strategy

Is there existing retail branch transformation that can also drive small

business growth

What would be needed to effectively serve small business

Focus on Small Business for Branch Transformation

12NCR Innovation Conference 2017 Confidential

bull Status Quo could not meet long term needs of community nor SMB

bull Lack of understanding of what Interactive Teller is

QampA

You can earn 10 points toward the

Innovation Game right now

Please go to ldquoSchedulerdquo in the

mobile app find this session and

take a short survey to provide

feedback

Surveys will remain open for 2

hours

Survey code is S673

14NCR Innovation Conference 2017 Confidential

Please give us your feedback

INNOVATION CONFERENCE 2017

THANK YOU

Please use theInnovation ConferenceEvent App to check-in to this session

NCR Innovation Conference 2017 Confidential

Key stakeholder challenges and process

NCR Confidential

Early Adopter in Market

10NCR Innovation Conference 2017 Confidential

ldquoYou changed not just the way I do business but my liferdquo

Whatrsquos next

Review Your Current Small Business Strategy

Is there existing retail branch transformation that can also drive small

business growth

What would be needed to effectively serve small business

Focus on Small Business for Branch Transformation

12NCR Innovation Conference 2017 Confidential

bull Status Quo could not meet long term needs of community nor SMB

bull Lack of understanding of what Interactive Teller is

QampA

You can earn 10 points toward the

Innovation Game right now

Please go to ldquoSchedulerdquo in the

mobile app find this session and

take a short survey to provide

feedback

Surveys will remain open for 2

hours

Survey code is S673

14NCR Innovation Conference 2017 Confidential

Please give us your feedback

INNOVATION CONFERENCE 2017

THANK YOU

Please use theInnovation ConferenceEvent App to check-in to this session

NCR Innovation Conference 2017 Confidential

10NCR Innovation Conference 2017 Confidential

ldquoYou changed not just the way I do business but my liferdquo

Whatrsquos next

Review Your Current Small Business Strategy

Is there existing retail branch transformation that can also drive small

business growth

What would be needed to effectively serve small business

Focus on Small Business for Branch Transformation

12NCR Innovation Conference 2017 Confidential

bull Status Quo could not meet long term needs of community nor SMB

bull Lack of understanding of what Interactive Teller is

QampA

You can earn 10 points toward the

Innovation Game right now

Please go to ldquoSchedulerdquo in the

mobile app find this session and

take a short survey to provide

feedback

Surveys will remain open for 2

hours

Survey code is S673

14NCR Innovation Conference 2017 Confidential

Please give us your feedback

INNOVATION CONFERENCE 2017

THANK YOU

Please use theInnovation ConferenceEvent App to check-in to this session

NCR Innovation Conference 2017 Confidential

Whatrsquos next

Review Your Current Small Business Strategy

Is there existing retail branch transformation that can also drive small

business growth

What would be needed to effectively serve small business

Focus on Small Business for Branch Transformation

12NCR Innovation Conference 2017 Confidential

bull Status Quo could not meet long term needs of community nor SMB

bull Lack of understanding of what Interactive Teller is

QampA

You can earn 10 points toward the

Innovation Game right now

Please go to ldquoSchedulerdquo in the

mobile app find this session and

take a short survey to provide

feedback

Surveys will remain open for 2

hours

Survey code is S673

14NCR Innovation Conference 2017 Confidential

Please give us your feedback

INNOVATION CONFERENCE 2017

THANK YOU

Please use theInnovation ConferenceEvent App to check-in to this session

NCR Innovation Conference 2017 Confidential

Review Your Current Small Business Strategy

Is there existing retail branch transformation that can also drive small

business growth

What would be needed to effectively serve small business

Focus on Small Business for Branch Transformation

12NCR Innovation Conference 2017 Confidential

bull Status Quo could not meet long term needs of community nor SMB

bull Lack of understanding of what Interactive Teller is

QampA

You can earn 10 points toward the

Innovation Game right now

Please go to ldquoSchedulerdquo in the

mobile app find this session and

take a short survey to provide

feedback

Surveys will remain open for 2

hours

Survey code is S673

14NCR Innovation Conference 2017 Confidential

Please give us your feedback

INNOVATION CONFERENCE 2017

THANK YOU

Please use theInnovation ConferenceEvent App to check-in to this session

NCR Innovation Conference 2017 Confidential

bull Status Quo could not meet long term needs of community nor SMB

bull Lack of understanding of what Interactive Teller is

QampA

You can earn 10 points toward the

Innovation Game right now

Please go to ldquoSchedulerdquo in the

mobile app find this session and

take a short survey to provide

feedback

Surveys will remain open for 2

hours

Survey code is S673

14NCR Innovation Conference 2017 Confidential

Please give us your feedback

INNOVATION CONFERENCE 2017

THANK YOU

Please use theInnovation ConferenceEvent App to check-in to this session

NCR Innovation Conference 2017 Confidential

You can earn 10 points toward the

Innovation Game right now

Please go to ldquoSchedulerdquo in the

mobile app find this session and

take a short survey to provide

feedback

Surveys will remain open for 2

hours

Survey code is S673

14NCR Innovation Conference 2017 Confidential

Please give us your feedback

INNOVATION CONFERENCE 2017

THANK YOU

Please use theInnovation ConferenceEvent App to check-in to this session

NCR Innovation Conference 2017 Confidential

INNOVATION CONFERENCE 2017

THANK YOU

Please use theInnovation ConferenceEvent App to check-in to this session

NCR Innovation Conference 2017 Confidential