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Five Practices to Keep the Branch Relevant Presentation
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Transcript of Five Practices to Keep the Branch Relevant Presentation
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• Welcome and introductions
• Current state
• Traditional account holders in the branch
• Hiring practices in the branch
• Modern branch design
• Adopting best practices from other industries
• Risk and compliance review
• Management tips
• Open discussion including Q&A session
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Submit a question or comment via chat
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• Gordon A. Williams IV, FMSI EVP Business Development
• Anthony Burnett, Level 5 Chief Evangelist
• Chad Davis, FMSI SVP of Marketing
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Trends in the industry
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Great Disparity— • FI market share • Millennial impact
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Perception vs. Reality— • Mobile Banking Survey • Mobile and Online Enough? • Strongest Competitive Advantage
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The key to improving earnings? • 6,500 Avg. Transactions per Month (simple deposits) • Higher Quality Interactions
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The right branch employees— • Financial Advise • Lost revenue potential • Universal Associates
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Possibly leaving out great talent— • Importance of Industry Knowledge • Sales People by Nature
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More than just making it look nicer— • Updating the branch to appeal to all generations • Focus on the Sales and Service Component • Synchronizes the Customer Experience • Branches that Facilitate the Desired Customer Experience • Technology Integration • Brand to communicate your Message
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Best Practices from “Other” Industries
• Tabletop Solutions
• Preferred Customer Programs
• Customer Appointment Applications
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Risk reward comparison—
• Self-service technology
• Dual control
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Forecasting transaction volumes— • Allocation of staff at the right times • Part-time staff utilization
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• Best fit for every situation? • Call center example
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Position your branch for the 21st century challenges —
• Adapt to the environment
• Best competitive advantage
• Sales-centric service hub
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FMSI provides performance management information and a branch staff scheduler to financial institutions of all sizes, including a workforce optimization comparative data report that allows clients to see where they rank amongst their industry peers.
– Learn more at www.fmsi.com, or call 770.619.3443 – Download all FMSI white papers and recorded webinars at
fmsi.com/resources
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LEVEL5 serves financial institutions in developing growth
strategies through consulting, real estate, design, construction management and retail branding.
– Learn more at www.level5.com – Anthony Burnett, Chief Evangelist at Level 5, 404-761- 0008,