What if it were possible to transform your branches from service channels to sales channels? One Texas community bank successfully digitized its in-branch deposit account origination experience to improve customer experience and empower bankers to reach bank deposit goals — faster and leveraging the omnichannel experience. It took only 30 days to move from a handful of testing users to every team member responsible for opening accounts across all 29 branches using the new application.

In this webinar, Nathaniel Harley, co-founder and CEO of MANTL, will be joined by Rudy Beeching, EVP, Managing Director of Retail & Business Banking of Veritex Community Bank, to discuss Veritex’s remarkable branch transformation. The session will cover how the bank approached the unique challenges of in-branch business deposit account onboarding and the value of leveraging deposit origination technology across a branch network.

Key takeaways:

• Understand the evolving role of the bank branch and how modernizing the experience for businesses and bankers can drive institution-wide business outcomes
• How to successfully leverage technology to solve banker and business pain points impacting the in-branch deposit origination process so bankers can spend more time building a strong personal connection with businesses to understand their unique banking needs
• A look at how your compliance program changes when moving from lengthy paper forms to a digital process
• Best practices for change management and deploying new technology across an entire branch network

PRESENTERS:

Nathaniel Harley
Co-founder and CEO
MANTL

Nathaniel Harley is the CEO and co-founder of MANTL, an enterprise SaaS company helping traditional financial institutions modernize and grow.

Rudy Beeching
EVP, Managing Director of Retail & Business Banking
Veritex Community Bank

Rudy Beeching is a financial services leader with 44 years of combined experience across roles including Community Banking President, Chief Administrative Officer, and Financial Advisor.