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Resources - News and Ideas

Ideas, expertise -- knowledge that can help your organization achieve peak potential. Our consultants routinely share insights and industry best practices with our clients and subscribers through newsletters, published articles, industry events, and special web conferences. 

Retail Banking Strategies

Read the latest industry news, insights and viewpoints in our blog, Retail Banking Strategies. Articles are updated regularly. Topics include:

  • Strategic Planning
  • Consumer Lending
  • Distribution Strategy
  • ATM and eCommerce
  • Business Banking

Older articles and presentations (from 1999-2007) can be found in our Archive.

Conferences and Speaking Engagements

We regularly speak at industry conferences. Recent events include the Retail Delivery Strategies Conference, Payments Connect, Branch Transformation Forum, Pulse Financial Institutions Oversight Committee, and Best Practices in Retail Financial Services Symposium, among others.

Need a speaker for your conference or management retreat? This email address is being protected from spambots. You need JavaScript enabled to view it..

Where Else Can You Find Us?

retailbankingnetworkWe manage the Retail Banking Network on LinkedIn. This group provides opportunities for banking professionals to exchange information and network with their peers. Join here.




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We partner with the Bank Administration Institute (BAI). See our thoughts on Retail Banking at the BAI Community.


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From Retail Banking Strategies

10 Keys To Success With Bank-At-Work Programs

This article was was originally published in The Financial Brand on June 22, 2017   Bank-at-Work programs are both efficient and effective ways to generate new business. But, work site...

Podcast: The ever-changing face of bank branches

  If the podcast does not appear, please click on the word “Podcast” in the title of this article)    On this episode of the BAI Banking Strategies podcast, Lou...

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...