Financial Institutions are investing heavily in digital technology to allow customers to self serve for simple, non-complex, transactions. Integrating digital capabilities into the branch is the key to success

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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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 LongTerm

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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 DigitalSales

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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 DigitalSalesChannel

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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