We have been working very closely with financial institutions for decades, but we've never had as many questions about what projects need to be prioritized first. It seems as though COVID-19 has added more initiatives to an already full whiteboard for financial executives than ever before—and a lot of them have short timelines and a ton of urgency behind them. 

From shifting branch models, to adjusting how your branches operate, and beyond, we've got some ideas for you. And over the next 3 weeks, we will be releasing a project idea and what you need to make it happen!

First up...

BRANCH PROJECT: THE UNIVERSAL APPROACH 

OBJECTIVE: SHIFT FROM TRANSACTIONAL TO ADVISORY  

PRICE: $$$$$ 

TIMELINE: 8-12 months 

With more and more people (2/3 people to be exact) trusting their financial institution since the pandemic, it is more important than ever before to build an advisory branch experience over a transactional one. This means: 

• Eliminating the siloed teller and banker role and creating the Universal Associate role 
• Creating a design and using technology that supports this new role 
• Training staff to use these the new technologies and design features 

This can be a lot to manage as there are a ton of factors to success. To make it easier, we offer a single package to get the job done right. 

RECOMMENDED PRODUCTS & SERVICES: 

RETAIL DESIGNS:  

	Teller Tower(s) - The teller line is a barrier to advisory services. This retail design replaces the line with inviting workstations built for more than just transacting.
	Service Spot(s) - Use these flexible workstations to provide your staff with a comfortable, and open environment to sit down and advise clients.

TECHNOLOGY: 

	Teller Cash Recyclers - The key to cash automation, TCRs open a ton of opportunities for adding Universal Associate enabling technologies.
	NOMADIX – Give your associates the power to complete any transaction from the palm of their hand with a tablet teller interface.
	ITM – An incredibly useful kiosk that can be leveraged in your drive-throughs to allow clients to connect directly with an expert from the comfort of their car.

PROFESSIONAL SERVICES: 

Don't want to wait until next week or the next project idea? We've got a product and services guide with more included.
Want to learn more about these products and services and how we can customize this package to your branch(es)?