Tag: Technology
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Top 5 Tips for Branch Expansion
Consider these 5 Tips for Branch Expansion from our CEO: The former playbook of density by inertia won’t win today’s market. Even as digital adoption grows, on-the-round demand persists: a recent survey showed one-third of U.S. consumers still consider branches essential for their banking needs across age groups. That’s consistent with major banks continuing aggressive…
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The Expert Anywhere Approach: A Model for Service Delivery
Customer expectations are changing fast. So should our approach to branches. Retail Banking has been on something of a journey lately. Mobile apps and digital transactions are growing rapidly. Yet, banks and credit unions of all sizes are still investing in branches, remodels, and hybrid service delivery formats. What’s driving that? It’s not nostalgia. It’s…
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Accelerating Branch Transformation: A Pragmatic Playbook for 2026
Modern banking leaders know the landscape is changing faster than ever. To succeed in accelerating branch transformation and thrive in 2026, financial institutions must blend digital innovation with the strength of highly adaptive branch networks placing new branches where their customers/members frequent most. The key to overcoming today’s branch build challenges lies in flexible leadership…
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Attracting the Next Generation of Banking Customers
The financial services landscape is evolving rapidly, and so are customer expectations. Millennials, Gen Z, and even Gen Alpha are reshaping how banks and credit unions must think about their role in the marketplace. These younger generations are digital natives who approach financial decisions much like retail purchases; they want speed, convenience, and personalization. And…
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Flexibility Fuels Branch Transformation
Many new employees ask what hours they are expected to work. The answer is simple. Work when your body and brain are at their best and get your job done. This policy not only builds trust but has never failed. When treated like adults, teams show up as adults. As Standard Chartered CEO, Bill Winters,…
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Branch Design for the Modern Customer: A Transformational Shift
The design of financial institution branches has become a pivotal part of enhancing the customer experience. With the rise of digital banking, customers are more self-sufficient and demand convenience and speed. However, physical bank branches still play a crucial role, especially for those who seek personalized, face-to-face services for more complex financial needs. The result…
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Transforming Client Interactions with Video Banking
Video Banking, like Interactive Teller Machines (ITMs), offers a multi-channel advisory service valued by clients. This service centralizes expertise in critical areas such as lending, account opening, and wealth management. For transactions that are less frequent, require human interaction, and often lead to increased revenue, a banking via video solution is ideal. What is Video…

