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.

  • 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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  • From branches to big data: Five predictions for 2017

    David Kerstein Jan 6, 2017

    So begins a new year, a new administration and new possibilities in the ways banks will approach business and operations.

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  • Four ways to simplify your business

    • David Kerstein
    • Mark Hendrix
    Jan 5, 2016

    Banks need to eliminate complexity by simplifying processes and customer interactions, with the payoff being lower expense, higher customer loyalty and reduced risk.

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