Creating the Optimal Financial Institution
Imagine, if you will, a financial institution that meets and even exceeds the seemingly impossible definition of “optimal” to all of its stakeholders: the board, the regulators, the staff, the local business community and the account holders – all of whom have different expectations and measures of success.
Executives of this idealistic financial institution monitor the competition and stay on top of what their peer banks or credit unions are doing to attract and keep account holders. These savvy executives are continually factoring in external forces that will impact their optimally-performing financial institution, such as the threat of fintechs that are providing traditional banking services in innovative formats and channels.
They’re laser-focused on the impact of the economy and the possibility that the proverbial invisible hand is leading our country towards a recession. Yet, when other financial institutions are struggling, our idealized financial institution continues to thrive and is well-insulated against external threats.
This is not a work of fiction or a fantasy of pure imagination. This can be a tangible reality. This is what it would look like if Velocity Solutions ran a financial institution. And when you attend any of Velocity’s Executive Summits, we’ll walk through our vision together.
Velocity Executive Summits are informative educational seminars that are 100% complimentary to qualified bank and credit union executives, and held in some of the most easily accessible cities across the country in luxurious venues. Register now for a location near you!
The Velocity Executive Summits are one-day events designed to help bank and credit union executives keep pace with the ever-evolving banking technology and developing regulatory landscape.
Fort Lauderdale, FL
W Fort Lauderdale
February 2, 2023Learn More
JW Marriott Austin
March 8, 2023Learn More
San Diego, CA
Manchester Grand Hyatt San Diego
May 2, 2023Learn More
September 12, 2023Learn More
Las Vegas, NV
Wynn Las Vegas
October 25, 2023Learn More
Renaissance Nashville Hotel
November 9, 2023Learn More
Executive Summit: Earn up to 4.5 CPE Credits
Program Level: Overview
Prerequisites/Advance Preparation: None
Delivery Method: Group Live
Field of Study: Management Services
For more information regarding administrative policies such as complaint and refund, please contact our offices at 954-847-5800.