Build a Better Branch
Lisa Klingberg
2023-01-09T18:31:42+00:00
For over 25 years we have been trying to figure out how to build a better branch. Collectively, we have built 1,200, closed 500 & renovated 500 branches.
How can we build something that flexes? That allows for adaptions in both physical and digital aspects? In 5 years we want a timely refresh that isn’t a renovation.
But how do you build it without a ridiculous price tag?


IMPROVE SELF SERVE ADOPTION
- Develop metrics for branches on adoption rates
- Targeted incentives for client migration
- Employee to client education
- Low cost cross–channel marketing
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BUILD SUCCESSFUL LONG-TERM TECHNOLOGY ROADMAP
- Perform current state capability assessment
- Staff and resource gap analysis
- Recommend investment sequencing
- Create funding plan and ROI analysis
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INCREASE DIGITAL SALES
- Review sales funnel and fall out rates
- Analyze processes, page tags and risk flags
- Improve SEO tools and customized messaging
- Understand system stability & impact analysis
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ALIGN DIGITAL & PHYSICAL CHANNELS
- Establish Digital to branch lead generation
- Evaluate Branch, Call Center & Digital platforms
- Branch staff digital awareness & education
- Integrate digital into branch sales process
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