• Dave Kerstein_resized
    David Kerstein Mar 2, 2018

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

    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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  • Three key things you must consider when closing branches

    Jon Voorhees Oct 10, 2016

    Beyond short-term cost cutting, it’s all about keeping customers, retaining sales of the closed branch and sustaining the savings.

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  • Goodbye vacuum tube, hello data tube

    Carol Wolf Sep 14, 2016

    As branch traffic dwindles and banks cut costs, some institutions are installing video tellers in their drive-up lanes.

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  • Three strategies to transform bank branches

    Jon Voorhees Sep 12, 2016

    It’s a given: Bank branches aren’t going away. But how will they stay? Here’s how smart digital services simplify customer experience and improve sales effectiveness.

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  • The transformation of the retail branch with workforce management

    Malysa O’Connor Aug 15, 2016

    As new banking technologies and demand for changing service models drive transformation at the branch, employee engagement can play a key role in optimizing sales and service delivery.

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  • Reconfiguring branch staffing for sales

    • Dale Johnson
    • Darryl Demos
    May 6, 2016

    Retail banks must start preparing now for local branch sales in a digitally-eroded environment – and universal bankers are not the answer.

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  • Rise of the super banks post-crisis

    Nick Rose Apr 8, 2016

    Merger and acquisition activity over the past decade has transformed large U.S. banks into increasingly dominant mega-banks and reduced the market share controlled by smaller ones, particularly in major urban areas.

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  • Three branch models for the future

    Meredith Deen1
    Meredith Deen Mar 28, 2016

    Contrary to predictions of the demise of bank branches, three different branch models will thrive in the future: personalized experience upscale, self-directed technology and traditional.

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