The Financial Brand: Why Your Bank Needs a ‘Crown & Anchor Society’
E.J. Kritz, Chief Experience Officer at DBSI, makes the case in his latest Financial Brand feature that most financial institution loyalty programs...
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1 min read
Emily Sweillam
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What branches are turning heads in 2018? Utah First's new branch, for one.
In the January issue of CU Management Magazine, DBSI’s Branch Transformation for Utah First FCU was featured as one of four Fab Facilities that are reinventing the branch experience:
“Even in today’s world filled with digital financial services, in-person branches still are a way for credit unions to connect with members, fortify loyalty and showcase their brands. . . There’s no single right answer in branch design, and each of these facilities is as different as the CU itself.”
Utah First’s South Jordan branch opened in July with a makeover designed to draw attention, from the building placement (angled for maximum visibility) to the illuminated outdoor and digital signage, and vibrant colors.



But this Branch Transformation wasn't just about having a bright and shiny new building. The true Transformation—also featured on the CUES blog—was possible with the right staff training.
To enable the new open concept branch, the credit union decided to implement a universal associate model and cross-train their financial experts.
“The people aspect can sometimes be overlooked and left to chance,” said Darin Moody, CEO of Utah First FCU, to CUES. “When this happens, the transformation (or technology) can often fail, as people revert to their old ways.”
To ensure a successful Transformation, Utah First utilized DBSI’s Delivery Defined training program to give their staff the tools they needed to make their Transformation intentions come to life and put their vision into action.
Read more about Utah First’s Branch Transformation and how Delivery Defined helped their staff create a new member experience in South Jordan, Utah:
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