Dave Kerstein_resized

David Kerstein

David is a recognized authority on business strategy and change management with over 20 years of senior management experience at “Top 10” banks and leading community banks. He is president of Peak Performance Consulting Group, which helps banks and credit unions achieve superior revenue growth, sales and distribution effectiveness and cost efficiency.

  • Six reasons your bank-at-work program is underperforming—and how to fix it

    • David Kerstein
    • Paul Corrigan
    Jun 1, 2018

    The skills to make Bank-at-Work succeed aren’t hard to implement—but require focus, dedication and commitment.

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  • Large banks are winning: Here are five strategies to beat them

    David Kerstein May 4, 2018

    The largest three banks have gained massive market share. But that hardly spells doom for smaller banks—that is, if they know how to compete.

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  • The key to killer customer experience: 'I’ll be interested if you’ll be interesting'

    David Kerstein Mar 30, 2018

    Branch traffic is declining. More than ever, financial institutions must create an interesting, involving experience—or risk becoming irrelevant.

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  • Six branch roadblocks to overcome on the way to universal banker success

    David Kerstein Mar 2, 2018

    An analysis of thousands of branches shows a staffing-traffic mismatch. But refining the universal banker role can lead to revolutionary results.

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  • From customer experience to bank branch significance: Five predictions for 2018

    David Kerstein Jan 8, 2018

    So begins a new year with a new Fed chair—and new possibilities in the ways banks approach business and operations.

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  • Turning FinTech into WinTech: How smaller financial institutions can succeed with digital

    • David Kerstein
    • Dan Mercurio
    Feb 21, 2017

    Many smaller financial institutions wrongly believe they can’t achieve digital innovation. But this case study and ten takeaways reveal a path to success.

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