Blog: insight & Information

The time for branch expansion has reached your financial institution’s doorstep. Whether initiated by your senior management team or your board of directors, the first step recommended is a deep dive into the available data. Market intelligence provides the insight needed to select the right location and the best potential for success. Consider these four…

Technology has made our lives both easier to manage and more frustrating. Smart devices, apps-on-the-go, and access to information in the palm of your hand have become the standard. Twenty years ago, however, these resources didn’t exist. Financial institutions are trying to maintain a healthy client experience by balancing technology and human capital.   This…

In banking, like any business, the relationship with your client is everything. Their business and expanded loyalty is a much sought after commodity. Many financial institutions struggle to adopt the latest technology and integrate it seamlessly into the client experience. Carefully adopting the digital tools that matter to your clients is the first step. Secondly,…

Often, a branch’s success is based on the three main factors: a balance sheet, the income statement, and a cash flow statement.  Financial institutions, as they should, carefully examine the return on investment and customer satisfaction averages among the above factors when determining a branch’s success. A retail branch placement, however, isn’t always for profit…