Setting aside any arguments for brick & mortar expansion vs. online/mobile growth – I think we’ll all agree that it’s an exciting time when your credit union is ready to expand. Whether you’re looking to expand to a nearby location in a market you know well, or are rap...

June 27, 2019

“How do we update a legacy branch without breaking the bank?” (pun intended!!) We hear this question from many clients with whom we’ve had candid conversations. You may feel like you are in the same boat.

The goal: Update your physical branch location while enhancing th...

June 10, 2019

Anyone can pick a piece of real estate to locate a branch or store. Someone on your team is likely familiar with the area. You may know that there is a new retail center being developed near a busy intersection. A helpful broker will provide a demographic summary of th...

One of the greatest privileges of working in our advisory role is getting to know the people who run community financial institutions across the country. Time and again, we witness their commitment, perseverance, and vision as they lead their teams not only to better b...

My son’s second grade class has been learning about maps and, last week, I had the opportunity to introduce the class to GIS (geographic information system) software.

Once I got over the fear of being in front of twenty-two unpredictable kiddos (way more intimidating th...

August 31, 2018

 You had a list. You checked it twice. You must be done… shew (wipe of the brow). Now it’s time to sit back and reap the rewards of your branch transformation efforts…

Please, No! Don’t stop here! Branch transformation is not a one-time project to check off a priority l...

July 20, 2018

“So, let me get this straight. You want me to open new accounts, complete personal loans, AND process transactions?”

We’ve heard this all before. A poorly executed shift to a universal banker model from a traditional teller/seller model, along with open concept banking,...

May 15, 2018

We’ve employed the same service vendor for almost a decade. The service has been moderately priced, and we’ve received moderate quality of service to match. Given that the owner is kind and very reliable, we’ve overlooked often rushed service and a few corners cut here...

April 13, 2018

We’ve all seen pictures of ultra-modern branches with Jetson-like features. Many can be mistaken for coffee houses or Apple stores with bright lighting, digital walls, and high-end modular furniture. While these new designs may be pretty, are they functional? 

It’s no l...

February 21, 2018

Setting aside any arguments for brick & mortar expansion vs. online/mobile growth – I think we’ll all agree that it’s an exciting time when your business is ready to expand. Whether you’re looking to expand to a nearby location in a market you know well, or are rapidly...

Please reload

Featured Posts

Leveraging your credit union’s data to guide branch strategy

January 24, 2020

1/8
Please reload

Recent Posts

October 9, 2018

August 31, 2018

Please reload

Archive
Please reload

Search By Tags
Follow Us
  • LinkedIn Social Icon
  • Twitter Basic Square