Banking Trends

Learn From Their Mistakes: 4 Retail Strategies that Failed

Learn from others’ mistakes. It’s the best advice any retail-based business could listen to right now. As consumer’s needs and expectations grow, its time to innovate or get left behind like these companies.  More than 9,300 stores are closing in 2019/2020 as the retail apocalypse drags on.

Swipe Right or Left: A Branch Match App

Every client has that perfect branch: one that satisfies all of their wants and needs and is conveniently located near where they live, work, and play.  It is your job as their financial institution of choice to provide them with this branch. However, there is one challenge to that: no one client is the same. […]

(Branch) Size Matters

We thought we’d kick off 2020 with some examples of how you can have an amazing full-service branch with a small footprint. The Micro Branch has been on the radar of most banking executives this year and it doesn’t seem to be slowing down as we look into 2020. If you are trying to optimize […]

Elf On The Shelf 2019: A Christmas Carol

It’s a well-known fact that 9 out of 10 banking executives know they need to transform in order to stay relevant. But what about that 1 executive that doesn’t know? This is his story…  

8 Must Haves For The Perfect Transformation Feast

Your Thanksgiving dinner wouldn’t be a success without the proper planning, and the same goes for your branch transformation efforts. Has your budget been set, your timeline laid out, and all the proper guests informed of the plan? Here are 8 must-haves to include in your branch of the future strategy to impress your guests…and […]

Do You Know Your Clients?

84% of financial services professionals consider it “very” or “extremely” important to know their customers, yet they aren’t taking big steps to implement these strategies. We talk to a lot of bankers every day. And most say they know their client very well. While some may truly know their clients, there are a lot of […]

The Power of Personalization in the Banking Industry

This means that there are only a few unique selling points left for a financial institution, with the most impactful being the banker. Even as the financial services industry moves toward online banking and mobile banking, customers still demand personal relationships with their institutions. Studies show that a third of banking clients consider personal relationships […]

Does Your Branch Have What It Takes To Attract Recent Graduates?

Gen Z is graduating. Are you ready? The graduating class of 2019 is full of savvy, Gen Z graduates ready to start the next chapter of their lives. Is your branch and staff ready to be their financial advisor? If you spend a lot of time thinking and researching how to attract this generation to […]

A Short Quiz: Is Your Branch Infected?

Think about your branch or branch network in the mindset of your customer. Does it elicit a happy feeling or one of dread?  Times are changing and consumers are growing in sophistication. Most banks and credit unions think they are catching up but how do you know? There may be more than you think lurking in […]

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