Branch Strategies
Articles, webinars, podcasts, and reports about bank and credit union branch design, merchandising, ATMs and ITMs, video tellers, and retail branch experience strategies.
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Articles
How BofA Uplevels Branches into Financial Centers to Meet Customer Needs
BofA’s 150 new financial hubs, costing $5 million each, overturn traditional branch economics and rewrite the role of its bankers.
Why the Rise of AI Makes Branches More Important than Ever. (At Least for Now)
Real-world banking can be the antidote to brand invisibility from AI-powered search, and calm rampant consumer financial anxiety.
Reports of the Death of the Branch are Greatly Exaggerated
Doomsday scenarios are almost always wrong. (Looking at you, Brett King.) Here’s how the branch will evolve and flourish, not fade away.
Just Say ‘Hello’: Almost 60% of Bank Visits Start Without a Welcome
Cool branch design and flashy digital tech won’t build customer trust. Instead, train your teams in basic hospitality and choreograph customer visits.
How the End of the Safe Deposit Box Is a Signal for Banking’s Future
Safety deposit boxes, once an important factor in customer retention, are fast disappearing. But the security they represent remains important.
Response Time is a Persistent Customer Pain Point. The Solution is on Your Desk
Banks are rushing to deploy AI support chatbots. But customers say they overwhelmingly prefer phone calls for immediate help.
Webinars, Podcasts, Reports
Why BofA Is Betting on Branches
Featuring: Will Smayda, Head of Financial Centers at Bank of America What if the biggest myth in banking is that customers don’t need branches anymore? Because every time Bank of America opens a new financial center, digital sales in that market jump by 50 percent. Physical presence isn’t competing with digital — it’s accelerating it. […]
How Experience-Driven Design Is Revolutionizing Physical Engagement
Banks must reimagine how to connect with customers, shifting from transaction-focused branch designs to experience-centered environments.
Will Your Branch Adapt to the Needs of a Rapidly Changing Population?
Hear from the president of a credit union whose mission is to serve the underserved, and how their success is closely tied to ensuring all have equitable banking options.
The Future of Branches in a Digital Age
Steve Turley, the head of retail growth and transformation at TD Bank, shares where he sees branches fitting into the banking picture.
Navigating the Future of Hybrid Cloud in Finance
Judith Pinto and Prakash Pattni from IBM discuss how hybrid cloud unlocks new opportunities by supporting workloads, fostering innovation, and managing risk.
How to Marry Your Bank Branch & Digital Transformation Strategies
Gain in-depth insights into marrying branch and digital transformation strategies to develop a best in class hybrid strategy.
