Financial Consulting

In the Financial Consulting event, participants will organize and deliver a consultation for one or more products/services/customers. For 2022-2023 you will assume the role of a financial consultant to a local bank or credit union. The bank or credit union is looking to close some of its brick-and-mortar locations and transition more of its services to an online/virtual platform. The bank or credit union is seeking your recommendation on what services could be transitioned to an online-only banking platform without compromising customer service to its customers.