ON-DEMAND WEBINAR

What’s next: 2026 retail banking trends

Strategies for revenue growth, branch evolution, and human-centric AI.

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Key takeaways

Watch our expert panel Kristen Pepper (VP of Retail Branch Support at Suncoast Credit Union), Chris Sundolf (Director of Retail Services at UFCU), and Katherine Regnier (CEO of Coconut Software) discuss the key trends shaping the year ahead in banking, including the following:

Revenue growth is shifting from transactions to interactions.

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Growth is now determined by how well institutions capture and convert customer interactions. To succeed, FIs must eliminate the friction—fragmented data and disjointed experiences between channels—that erode customer trust.

Branches are not disappearing but evolving into advisory hubs.

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As simple transactions move digital, the physical branch has become the destination for high-value financial guidance. Every branch visit must be treated like a discovery opportunity and building relationships.

Human oversight is the AI differentiator.

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Rather than replacing expertise, AI should amplify it—equipping advisors with predictive insights to navigate high-stakes conversations and ensuring the right talent is always in the right place at the right time.