Alloy (co)Labs are hands-on virtual working sessions designed to develop a deeper and applicable understanding of changing customer needs, goals, and pain points. Participants will be able to use the outputs from this session to build or re-design solutions or product design features to meet real-world needs, either on their own or optionally as part of a collaborative Workgroup to further share ideas, workload, costs, and risks to quickly forge ideas into results. 

We also facilitate intensive sessions for individual bank teams, customized for your unique situation and goals, optimized for remote learning and digital collaboration, no travel or live meetings required. 

 

Learn more and register here

 

*IMPORTANT NOTES*

Alloy (co)Labs are hands-on participatory workshops, not webinars for passive viewing. Part of the value is learning from multiple bank perspectives. Participants will be given some short pre-work so they can come prepared to get the most out of the sessions. Open only to verified bank employees. 

Not sure where to start? Take our free innovation maturity assessment and see how you stack up with the most innovative organizations across seven key dimensions.

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Register Now, Space is Extremely Limited

Agile Strategic Planning for the New (ab)Normal

Thursday Sep 10 - 3:00ET

Who should attend:

 

C-Suite and senior P&L leaders or board members responsible for driving results and allocating resources across the organization.

This strategic planning and budgeting season will be most uncertain and unpredictable ever. You need a flexible and agile process to help you allocate always limited resources to maximize long-term enterprise value in the face of unprecedented change and challenges. 

Expense rationalization is on everyone's mind given the economic environment, but the strategic investments you make now may be what sets you apart from the pack in the coming years. 

  • Defend and extend your existing businesses while creating viable options for the future

  • Differentiate risk and return objectives across multiple time horizons

  • Evaluate existing and new initiatives against strategic objectives and alternatives

Normally $695

Now $495

Winning and Retaining Customers Across Generations

Thursday Sep 17 - 3:00ET

Who should attend:

 

Staff and leaders responsible for implementing strategic priorities and delivering results, including product and business leaders.

Never before have financial institutions served so many different generations with such greatly differing needs. While much has been made of the massive Millennial Generation, most of the monetary wealth still resides with the Baby Boom Generation (and older). 

 

Their evolving needs are largely being ignored by the industry, despite $59 billion in generational wealth transfer already underway.   

  • Adopt a customer-centric perspective to uncover latent or emerging needs and pain points

  • Explore and prioritize opportunities and key assumptions for testing

  • Identify key features, capabilities, or services as critical components for product design

  • Best practices and methods for customer discovery

Normally $695

Now $495

Both Sessions

Attend Both and Save

​The Agile Strategic Planning session is designed to help executive teams and/or boards create clarity from chaos and chart a profitable course despite these rapidly changing times. 

Participants will explore and evaluate key opportunities and threats, identify top strategic goals, and prioritize them into a portfolio of options.

Our Customer Discovery (co)Labs are designed to help the cross-functional team members charged with delivering those results move quickly from strategy to execution in a way that maximizes both effectiveness and efficiency.

This is the latest in this series with a focus on specific market opportunities. 

Each (co)Lab serves a unique purpose and can stand alone or can be attended in succession to maximize results.

  • Modern agile business methods to optimize learning and results

  • Learn from multiple bank perspectives

  • Forge ideas into results quickly

Save with both:

Now $790

Special (co)Lab Sessions in Partnership with the ABA

Digital Strategy

ABA (co)Lab

Wednesday Sep 30 - 3:00ET

 

In Partnership with the ABA

Who should attend:

 

C-Suite and senior P&L leaders or board members responsible for driving results through products, services, and solutions.

This hands-on senior strategy (co)Lab session will help you realign your digital priorities to survive and thrive in a rapidly changing world. Jumpstart your strategic planning and budgeting process by working through a series of strategic frameworks to help you define desired outcomes and evaluate strategic choices and tradeoffs.

  • Create a digital roadmap aligned with your strategic priorities and risk and return objectives

  • Map existing and new initiatives to construct an innovation portfolio unique to your situation and goals

  • Effective and efficient allocation of limited resources 

  • Agile project management for leaders

ABA Members:

$495

$990

3 or more attendees for the price of 2

Bring your whole team

_______________________________________

Non ABA Members:

$695

$,1390

3 or more attendees for the price of 2

Bring your whole team

Customer Discovery ABA (co)Lab

Wednesday Oct 14 - 3:00ET

In Partnership with the ABA

Who should attend:

 

Bankers responsible for implementing digital priorities and delivering results, including product and business leaders.

Adapting transactional banking for a digital world was the easy part. But how do we adapt the need to deliver advice to customers? Join industry leaders in a customer discovery (co)Lab to identify the changing needs of customers to understand the critical elements needed to build or redesign solutions to meet those needs.

  • Explore critical issues and pain points from a customer-centric perspective

  • Accelerate deployment cycles while maintaining appropriate governance

  • Test ideas quickly and cheaply before committing resources to build or buy

  • Identify and prioritize opportunities and test key assumptions

  • Appropriately scaled agile risk management principles

ABA Members

$495

$990

3 or more attendees for the price of 2

Bring your whole team

_______________________________________

Non ABA Members:

$695

$1,390

3 or more attendees for the price of 2

Bring your whole team

Both

ABA (co)Lab

Sessions

Attend Both and Save

In Partnership with the ABA

​Our Digital Strategy (co)Labs are designed to align executive teams and/or boards around key opportunities and threats, identify top strategic priorities, and translate them into actionable steps in a portfolio approach.

 

Our Customer Discovery (co)Labs are designed to help the cross-functional team members charged with delivering those results move quickly from strategy to execution in a way that maximizes both effectiveness and efficiency.

Each (co)Lab serves a unique purpose and can stand alone or can be attended in succession to maximize results.

  • Explore critical issues and potential solutions

  • Modern agile business methods to optimize learning and results

  • Test ideas quickly and cheaply before committing resources to build or buy

  • Learn from multiple bank perspectives

ABA Members:

$790

$1,780

3 or more attendees for the price of 2

Bring your whole team

_______________________________________

Non ABA Members:

$990

$1,980

3 or more attendees for the price of 2

Bring your whole team

© 2018-2020 Alloy Labs, LLC

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