Teller Automation 2012
Teller Automation and Branch Cash Management
This event was held at the Waldorf Astoria Orlando Hotel in Florida, USA, in December 2011. Details for the next event we be published over the next few months, so please come back soon for more information.
An exclusive invitation-only seminar for retail bank executives with responsibility for branch design, operations or cash management.
The revival of the bank branch is leading to renewed investments in branch format and automation, as banks look to simultaneously enhance customer service and improve efficiency. Banks are looking to address key issues, such as the role of teller automation in new branch formats, and the use of teller cash recycling to enhance branch cash management.
Teller Automation and Branch Cash Management builds on the highly successful London seminar held in December 2010, and is the first event dedicated to this subject in the USA. The event will bring together senior executives from banks and industry suppliers for an exclusive two-day seminar, creating a forum where experiences, information and views can be exchanged in a friendly and professional environment. The event will centre on a high-quality speaker programme focused on best-practice case studies from leading banks.
Teller Automation and Branch Cash Management will provide industry suppliers unprecedented exposure to demonstrate thought leadership, enhance brand recognition and reputation, meet new business contacts face-to-face and strengthen relationships with existing customers.
Speaker Programme from the 2011 Event
Day 2 – Tuesday December 6
08:00 Registration and breakfast09:00
Chairman’s welcome
Transforming the customer experience through teller automation
What? Why? How?
What worked? What didn’t? And what next?
Eric Crabtree, Branch Systems and Change Director, Barclays (
Dialogue banking
The world is changing at a rapid pace and bank branches need to change along with it. This case study will discuss branch automation and elimination of the teller line as part of the organization's relationship banking strategy
Darrick Weeks, COO, Wright-Patt Credit Union (
10:20 Coffee and refreshments
11:00
Talaris customer case study introduction
Chris Reagan, President, Talaris North
Enhance the customer experience.... think outside the cash box
As customers adopt multi-channel banking, branch traffic is declining. This session describes how to "shrink to greatness" the branch, focusing on people, products, process and technology – including how cash automation technology simplifies the process so that employees can focus on the customer, not the process.
Sandy Dixon, EVP Operations, Extraco Banks (
The “Ixe Café” branch
This new branch concept has allowed Ixe Banco to differentiate its brand and provide a better service, helping it to build better relationships with its customers.
12:10 Lunch
13:40
Branch cash management workshops
Revolution of cash management in retail banking
How can banks use “intelligent” cassettes with live monitoring, that are interchangeable between ATMs and teller assist units? Can they deliver increased security, less complex processes, lower costs and new business opportunities?
Norbert Thiel, Director of Branch Automation Solutions, Wincor Nixdorf (
Implementing a closed cash cycle in the bank branch
Enrico Bocchiardi, VP – US Operations, CTS Cashpro (
Improving your cash management position, a consultative led approach
This session outlines a framework to analyse cash holdings, forecasting and logistics across branches, ATMs and vaults. It then produces a tailored solution that may involve hardware, software, process improvements and support service enhancements.
Anita Robinson, Business Consultant, NCR (Georgia)
15:10 Coffee and refreshments
15:50
“Easy to do Business With”: leveraging cash recycling to create customer convenience
This presentation will examine how First Reliance Bank has deployed cash recycling technology to assist in meeting its customer promise of being “Easy to do Business With"
Michael Johnson, VP Loan and Deposit Fulfilment, First Reliance Bank (
Bank automation - implementation, efficiency and security
A discussion of how to plan and implement cash automation technology, and a review of the benefits derived from it
James Manseau, EVP and Chief Retail Banking Officer, Bridgehampton National Bank (
NCR customer case study introduction
Anita Robinson, Business Consultant, NCR (Georgia)
Review of retail branch cash automation technologies
A comprehensive review of all the critical factors that must be considered when selecting a “cash automation” solutions partner
Roger Leblond, SVP, Lone Star National Bank (
17:30 Networking drinks reception
Day 2 – Tuesday December 6
08:00 Breakfast and exhibits open
09:00
Glory
Tina Tuccillo, VP – Marketing, Glory
How to justify and achieve your ROI with branch automation tools.
This session describes the ways to uncover your bank processes and validate the requirements necessary for cash dispensers and recyclers in your branches while realizing the added value and long term operational savings
Linda Day, EVP Retail Banking, Coastal Bank & Trust (
CTS Cashpro customer case studies introduction
Enrico Bocchiardi, VP – US Operations, CTS Cashpro (
Cash recycling today – measuring the impact in a community bank
Banks are faced with the challenge of falling branch transaction volumes, but the importance of branch banking has not decreased. How can they increase operational efficiency and enhance the customer experience?
Craig Roper, SVP – Deposit Operations, Bank of
The future of cash recycling – what’s possible when cash handling is solved
This presentation will confront the future of retail banking head on: the traditional model will be challenged and participants will venture out of their comfort zones and explore the need for paradigm shifts and the benefits of deploying full office automation in a retail bank branch.
Rauly Butler, SVP & Retail Banking Manager, Mechanics Bank (
10:50 Coffee and refreshments
11:30
New branch formats
Bank speaker TBC
Panel discussion: The bank branch of the future
Eric Crabtree, Head of Change - Retail Banking, Barclays (United Kingdom)
Willard Ross, SVP and Chief Retail Officer, Coastal Federal Credit Union (
Rauly Butler, SVP & Retail Banking Manager, Mechanics Bank (
Further bank panellists TBC
13:00 Lunch
14:30
Centralising teller services with video banking
A case study describing how this 15-branch credit union centralised its teller operations using a video banking system to nearly double hours of service, while reducing headcount by 40%
Willard Ross, SVP and Chief Retail Officer, Coastal Federal Credit Union (
The global market for teller assist units
The teller assist unit market is witnessing a revival – this session will explain why by presenting findings of detailed international research into banks’ experiences with this technology.
Morten Jorgensen, Director, Retail Banking Research (
Chairman’s closing remarks
15:40 Seminar ends
