5 Reasons Financial Institutions Should Invest in Micro Branches

Do you really need a branch that’s 4000 sf to create a great client experience? As micro branches grow in popularity and functionality, the answer is a resounding no. These smaller spaces, ranging anywhere from 150 sf – 1500 sf can provide just as many benefits, if not more, than their larger counterparts. Here are […]

Transformation 101: 3 Steps for Shifting from Transactional to Advisory

Did you forget to register for Transformation University’s 101 course on March 10th? Or did you register but forget to attend? No worries! We’ve got you covered with a recording of the webinar! And if you don’t have time to watch it just yet but are dying to get some info, we’ve included a short […]

Nomadix: The Universal Associate Tablet Interface (Part 2)

How does Nomadix work and why do you need it? With a decline in foot traffic, higher transaction costs, and rising salaries, financial institutions are starting to realize that the traditional branch model is rapidly becoming irrelevant (and expensive). That’s why FIs are now pivoting toward the Universal Associate Model to make the switch to […]

Nomadix: The Universal Associate Tablet Interface (Part 1)

Have you heard of Nomadix, the Universal Associate Tablet Interface? You’ve heard the term Universal Associate; or at least some version of it. Whatever you call them, they are cross-trained associates that remove the silos of your in-branch service experience by eliminating the role of teller and banker and combining them into one all-powerful associate.

Vantage West Models Relationship Banking with Opening of Fourth New Branch

What makes a partnership with a design-build firm successful? With the opening of a fourth new branch in 2 years, DBSI and Vantage West have perfected a Relationship Banking branch formula that continues to deliver outstanding results. The success is not luck, but rather the output of a sound strategy developed upfront, a design focused on […]

Nomadix, the Universal Associate Tablet Interface

Have you heard of Nomadix, the Universal Associate Tablet Interface? You’ve heard the term Universal Associate; or at least some version of it. Whatever you call them, they are cross-trained associates that remove the silos of your in-branch service experience by eliminating the role of teller and banker and combining them into one all-powerful associate. […]

4 Things Financial Institutions Should Leave Behind in 2020

Welcome to 2021 and congratulations on making it through 2020… what a year, right? As we put the past behind us and move onto what’s ahead of us, especially as we look at our business, we are confronted with a question. That question being “What should I bring with me into 2021 and what should […]

The Recipe For: Building a Universal Branch

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 […]

Adapting To The New Normal, A Webinar Series

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, […]

A Quick & Easy Way Banks & Credit Unions Can Cut Costs

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 […]

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