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From Retail Banking Strategies

10 Things to Consider When Opening a New Branch

While the total number of bank branches is declining, the industry is still opening 1,000 branches annually.  Here are 10 keys to accelerating success of your new branch.   This...

Turning FinTech into WinTech: How smaller financial institutions can succeed with digital

BY: DAVID KERSTEIN, Peak Performance Consulting Group, and DAN MERCURIO, Cambridge Savings Bank.  This article was originally published in BAI Banking Strategies.   Compelling digital offerings aren’t just a consumer...

Branches: keep, close, move, remodel or add capacity?

  Branches aren’t going away but most built for a different era.  Should you keep it, close it, move it, remodel it, or add capacity to capture market opportunity. And if...

In the News: Peak’s Jon Voorhees quoted in American Banker on Mapping Tools for Branch...

How GIS maps help banks chart course for branches, lending   See full article on American Banker (February 14, 2017)   BB&T’s CEO, Kelly King, wants to step up the pace of...

In the News: How a Robo-Advisor Could Take Your Bank the Next Level

For years, community banks have tried, with varying degrees of success, to boost fee income through wealth management. Now, thanks to the robo-advisory trend, smaller banks can compete more effectively,...

In the News: Branch banking 2026 — From robots in the lobby to personal tellers...

John Voorhees, consultant and advisor at Peak Performance Consulting Group, was one of seven experts asked to share their vision of what bank branches will look like in the future in...

In the News: Bank Sales Under Scrutiny

Good article in Banking Exchange — including our point of view — on the Wells scandal and aftermath: what it means for cross-sell and the sales culture.   Forty-odd years...

In the News: New carrots for Wells sales – stress on team performance part of...

For years the industry’s eyes were on Wells Fargo as a cross-selling winner. That reputation went down in flames with last year’s sales scandal. But banking’s eyes continue to scan Wells,...