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.
Look closely and you may be surprised to find original solutions to improve efficiency, sales and customer experience.
In this rapidly changing environment, how should financial institutions develop their digital strategy? Here’s a 10-step roadmap for success.
The skills to make Bank-at-Work succeed aren’t hard to implement—but require focus, dedication and commitment.
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.
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.