We have been working very closely with financial institutions for decades, but we’ve never had as many questions about what projects need to be prioritized first. It seems as though COVID-19 has added more initiatives to an already full whiteboard for financial executives than ever before—and a lot of them have short timelines and a […]
Universal Associates
As things start to shift back to ‘normal’, it will become a little easier to focus on the projects that matter most right now, like branch modifications to meet the new client expectation, technology that can eliminate multiple touch points, and adapting the headquarters for a safe and easy transition back for staff. Whatever your initiative, […]
COVID-19 is impacting every single business around the world; no industry is protected, not even the banking industry. You may be an essential business, but that doesn’t mean you won’t experience a financial impact from this pandemic. In fact, just a few weeks ago on April 4, 2020, MarketWatch announced that a small bank in West Virginia […]
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 […]
21 facts, 5 categories. If you’re an executive at a financial institution, these are some stats you can’t afford to not know:
Every banking executive dreams of running a branch (or a few) that offers the ultimate client experience, runs at maximum efficiency, stands out from the competition and always provides a return on investment. These are also known as super branches.
The retail banking industry is a whole different game than it used to be: deposits are on the decline, transaction costs are increasing, and client expectations are becoming more complex. Financial institutions are in need of a solution that provides customers with the personal touches they require for a positive experience without requiring a costly 1:1 […]
Spring is in the air and your branch could use a refresh. As the bad weather clears tons of people are clamoring to get into your branches, right? Well if you are fearing that you may not experience an influx in patrons, there are some changes you are probably wanting to make. Did you know […]
If you are operating under the Universal Associate (UA) or Universal Banker Model chances are you have a few associates who know how to do more transactions than the average teller. Great. Now, if you’ve checked universal banker off of your to-do list, you are missing out on a giant heap of ROI from your […]
More and more Financial Institutions are pivoting toward the Universal Associate model to evolve their branch experience and better connect with clients. In hundreds of branches across the country, this new approach to servicing clients has created a repeatable path to success by decreasing costs, increasing staff flexibility, and supercharging client engagement. Despite the fact that many […]
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