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.
Branch traffic is declining. More than ever, financial institutions must create an interesting, involving experience—or risk becoming irrelevant.
An analysis of thousands of branches shows a staffing-traffic mismatch. But refining the universal banker role can lead to revolutionary results.
So begins a new year with a new Fed chair—and new possibilities in the ways banks approach business and operations.
Many smaller financial institutions wrongly believe they can’t achieve digital innovation. But this case study and ten takeaways reveal a path to success.
So begins a new year, a new administration and new possibilities in the ways banks will approach business and operations.
Banks need to eliminate complexity by simplifying processes and customer interactions, with the payoff being lower expense, higher customer loyalty and reduced risk.