Webinar  Replay Now Available

Branching Out: Strategies for Planning a New Branch

Key Takeaways

 Uncover common critical mistakes made when planning a new branch and how to avoid them while creating a holistic, people-first approach to engaging experiences. 

 Understand how consumer experiences have evolved and how to create an omnichannel marketing strategy to seamlessly integrate with your brick-and-mortar consumer experience. 

Walk away with actionable steps to create a strategic, futureproof new branch plan that works for your financial institution. 

Exclusive Content

Receive two insightful e-books when you register: "Mistakes Institutions Make When Building a Branch" and "2024 Branch Budget Blue Book."

9.27.23 - critical mistakes - v29.27.23 - blue book - v2


Request to Watch the Replay

Replay the Highlights

Dive into planning and executing successful new bank and credit union branches. Our guests speakers include industry leaders who have mastered the art of branch expansion. They will cover the design, build, and engagement aspects of planning a new branch or remodeling an existing space

Explore strategic planning, including the evolution of retail banking, and discover how to empower individuals to engage on their terms while making strategic decisions that align with your financial institution's goals. Gain insights into effectively utilizing digital signage and promotional products and learn how to create an omnichannel marketing plan for broader consumer and member reach. We'll guide you through the process of seamlessly integrating your digital and brick-and-mortar channels, replicating and enhancing your online presence. 

Webinar Replay Landing Page Graphic

Meet Our Speakers


Marc Healy  |  Executive Director of Retail and Marketing, The Element Group 

Marc brings over 30 years of experience in banking, with 29 of those years in leadership roles at credit unions and banks ranging in asset size from $5 billion to $85 billion. These leadership positions have included a variety of both front and back office responsibilities in local, regional, multi-site and multi-state environments. Marc believes communication with our clients is essential to establishing a solid basis of trust, and applies his years in banking operations and retail management to help clients deliver the best experience possible. 


Nate Baldasaro  |  Co-Founder, The Element Group

Nate is an expert in developing visionary, creative, and dynamic experiences for the customer journey, leveraging modern-day digital messaging within the financial institution. He sees digital elements as opportunities to develop brand awareness and trust with every interaction a customer has in a bank or credit union. Nate has spent many years mastering the client experience in retail environments and is a one-man think tank. His knowledge of technology and design is diverse and deep with a constant cache of innovative ideas. He is described as having “a plethora of different ideas every day and a deep-rooted passion about what we do at Element.” Nate’s excitement about his ideas and sense of humor are contagious, making work feel like play for his team and clients. 

lisa huertas headshot blue-1

Hosted by Lisa Huertas  |  Chief Strategy & Growth Officer & EVP, FTSI

Previously serving the industry as the Chief Experience Officer for a technology-forward credit union, Lisa has compelling insight for financial institution leaders. For more than 20 years, Lisa has worked with bank and credit union leadership teams to understand and develop their vision, strategy, culture, and critical technology.