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From Retail Banking Strategies

Workplace Banking: Changing branch dynamics make this channel even more important

The numbers are clear; Branch usage is declining. Fact is transactions conducted in bank branches is  dropping 5-6% per year due to direct deposit, debit, electronic bill pay and other...

Why bankers aren’t worried about regulation anymore

They are, of course. But it isn’t the looming issue that it was in the recent past.   We are still in tabulating responses to our Banking Outlook Survey but...

Boost Sales with Simple Segmentation

Banks are blessed with substantial customer information.  One way to use that information to drive sales is to categorize customers into groups with similar product demand.  Why do that?  To...

Banking Outlook Survey: 2015 and Beyond

The financial services industry is facing a host of challenges. Although overall earnings are up, ROE and ROA remains low. Going forward, the industry still has to deal with the headwinds...

Transform the Branch with Targeted Sales and Marketing Strategies

As consumers and small businesses shift to alternative channels, it is critical that financial institutions improve the operational and sales efficiency of the brick and mortar channel. That means fine...

Everyone talks about “One Bank”, but you’re missing opportunity to get all of your clients...

According to American Banker, 82% of the top 50 banks in the US offer workplace banking. Most community and regional banks also have a program, but few banks are successfully...

Streamlining Segmentation for Improved Sales

This article, by Peak Performance Consulting Group senior consultant Guenther Hartfeil, was originally published in BAI Banking Strategies on November 10, 2014   Even simple segmentation approaches can yield substantial results if...

The Transformation of Small Town Branches

This article was originally published in BAI Banking Strategies on September 22, 2014   Community banks face unique issues but they can improve revenue and efficiency when they target growth...