7 Innovations to Supercharge the Branch Experience and Better Connect with Clients

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Information about 7 Innovations to Supercharge the Branch Experience and Better Connect...

Published on September 17, 2015

Author: EmilySweillam

Source: slideshare.net

1. 7 INNOVATIONSTO SUPERCHARGE THE BRANCH EXPERIENCE AND BETTER CONNECT WITH CLIENTS Confidential – Patents Pending

2. all solve real problems. the ones we use every day that change industries and achieve billion dollar valuations- The most successful innovations-

3. STEVEJOBS You’ve got to have a problem or a wrong you want to right that you’re passionate about. APRACTICE FOLLOWEDBYTHEBEST

4. IT’S GETTING MORE EXPENSIVE TO MAINTAIN. TRAFFIC IS DOWN. clients EXPECT A GREAT EXPERIENCE.

5. Technology and innovations are needed to bridge the gap. BRANCHOFTHEFUTUREBRANCH OF TODAY

6. HERE ARE 7INNOVATIONS 1 2 3 4 5 6 7 TO HELP YOU SOLVE SOLVE CHALLENGES.

7. Test  your  innova.ons     Enable  clients  to  truly   interact  with  your   solu.ons,  and  help  your   staff  on-­‐board  them   INTERACTIVE   DIGITAL   SIGNAGE   Get  “line-­‐bus.ng”  &  immense   differen.a.on  to  your  client   experience  with  remote  transac.ons   TM Gain  intelligence  and  data   on  your  peripherals     TM Check  clients’  financial   fitness:    Surface  needs,   obtain  objec.ves  and   get  dashboard  data  on   clients’  financial  profile.   And,  yes:  Consulta.ve   selling  24/7,  pulling   prospects  into     your  branch!   TM !  Deliver  ongoing  success  in  your   new  branch  experience   !  Give  front-­‐line  staff  the  right   training,  choreography  &  talk  tracks   to  implement  strategic  intent   TM Select  the  most  innova.ve   self-­‐service  solu.on:  Grabbing   commercial  fees,  re-­‐u.lizing   CDRs  and  assis.ng  the   floa.ng  full-­‐service   transac.ons     TM 7 INNOVATIONS DEVELOPED TO ALIGN TO WHAT THE BRANCH NEEDS TODAY

8. Break the chains of your hardware and open your cash automation machines up to all associates— from anywhere in the branch. 1 REMOTE TRANSACTION ASSIST TM   Confidential – Patents Pending TM  

9. Ask the client to get in line for the next teller to process the cash deposit Get in line for the client Have the service representative go behind the teller line and ask a teller to pause and process the transaction 1 32 Service representative is opening a new account for a client who wants to deposit cash. What can the PB/MSR do? THE PROBLEM: TYPICAL CASH AUTOMATION CONFIGURATION Confidential – Patents Pending

10. Ask the client to get in line for the next teller to process the cash deposit Get in line for the client Have the service representative go behind the teller line and ask a teller to pause and process the transaction 1 32 Service representative is opening a new account for a client who wants to deposit cash. What can the PB/MSR do? THE PROBLEM: TYPICAL CASH AUTOMATION CONFIGURATION Confidential – Patents Pending   CRUSHES THIS PROBLEM   REMOTE TRANSACTION ASSIST TM   CLICK HERE TO LEARN MORE

11. Introducing the first, true all-in- one service branch channel 2 TM   P O W E R E D   B Y   C F M   Confidential – Patents Pending

12. WHILE COST PER TRANSACTION HAS MORE THAN DOUBLED. BRANCH TRANSACTIONS ARE DECLINING ANNUALLY BY FMSI  Teller  Line  Study   THE PROBLEM:

13. !  How do we automate the high-cost, low-value transactions to reduce cost? !  What is the best path, hardware and overall solution? !  How do we better convert these transactions into opportunities for other products and services? THE PROBLEM: IN-BRANCH SELF-SERVICE

14. Being driven by the ATM manufacturers One-box-fits-all approach The ATM manufacturers know that true integration is the right path, but using the ATM rail allows them to sell boxes now. Integration has been pushed to the side to speed up the sales cycle. 1 32 THE PROBLEM: SELF-SERVICE TODAY Confidential – Patents Pending

15. Being driven by the ATM manufacturers One-box-fits-all approach The ATM manufacturers know that true integration is the right path, but using the ATM rail allows them to sell boxes now. Integration has been pushed to the side to speed up the sales cycle. 1 32 THE PROBLEM: SELF-SERVICE TODAY Confidential – Patents Pending   CRUSHES THIS PROBLEM   T M   CLICK HERE TO LEARN MORE

16. Open your eyes with real-time analytics for recyclers and dispensers. TM   Confidential – Patents Pending 3

17. Confidential – Patents Pending BROKEN MACHINES UNUSED MACHINES HIGH SERVICE COSTS 1 32 THE PROBLEM   CRUSHES THIS PROBLEM   CLICK HERE TO LEARN MORE

18. Connect your clients’ needs to the right products and services. TM   Confidential – Patents Pending 4

19. Fewer people coming into the branch means less time face-time with clients Engaging in meaningful conversations with clients can be challenging clients don’t understand how they can benefit from your products and services 1 32 Confidential – Patents Pending THE PROBLEM

20. Fewer people coming into the branch means less time face-time with clients Engaging in meaningful conversations with clients can be challenging clients don’t understand how they can benefit from your products and services 1 32 Confidential – Patents Pending THE PROBLEM   CRUSHES THIS PROBLEM   CLICK HERE TO LEARN MORE

21. Help clients understand what you offer, successes you’ve delivered to others and how to obtain those solutions easily. Confidential – Patents Pending 5 INTERACTIVE DIGITAL SIGNAGE

22. THE PROBLEM: DISCOVERY HOW DO CLIENTS CURRENTLY LEARN ABOUT THE SERVICES YOU OFFER?

23. THE PROBLEM: DISCOVERY HOW DO CLIENTS CURRENTLY LEARN ABOUT THE SERVICES YOU OFFER? CRUSHES THIS PROBLEM INTERACTIVE DIGITAL SIGNAGE CLICK HERE TO LEARN MORE

24. Ensuring ongoing success for your new branch experience through training and change management. Confidential – Patents Pending 6 TM  

25. !  Simply designing a new space and implementing technology do not guarantee success. !  Branch staff isn’t trained to use new technology. !  Staff lacks confidence in delivering the new experience to clients. THE PROBLEM: DELIVERING A NEW EXPERIENCE

26. !  Simply designing a new space and implementing technology do not guarantee success. !  Branch staff isn’t trained to use new technology. !  Staff lacks confidence in delivering the new experience to clients. THE PROBLEM: DELIVERING A NEW EXPERIENCE CRUSHES THIS PROBLEM T M CLICK HERE TO LEARN MORE

27. When you’re ready to see, touch and get personally involved with real innovation Confidential – Patents Pending 7

28. You have day jobs (yes, multiple!) This is a very complex project Get lean, go micro, evolve or truly transform? What’s the cost? What is tangible and what is fluff? Choices of actions are immense 1 32 THE PROBLEM: GETTING STARTED Confidential – Patents Pending

29. BRANCH TRANSFORMATION “APPLE BRANCH” MICRO-BRANCH MIXED USE BRANCH VIRTUAL BRANCH DIGITAL MERCHANDISING PREDICTIVE ANALYTICS TABLETS TELLER CASH AUTOMATION BRANCH RATIONALIZATION UNIVERSAL ASSOCIATE NEW IDENTITY NO QUEUES COMMUNITY CONNECTIONS TELLER TOWERS ASSISTED SELF-SERVICE REMOTE EXPERTISE INSTANT ISSUANCE ADA TARGET MARKET NO VAULTS WORKFORCE OPTIMIZATION PLATFORM INTEGRATIONS THE PROBLEM: THEBRANCHOFTHEFUTUREHASMANYFORMS

30. BRANCH TRANSFORMATION “APPLE BRANCH” MICRO-BRANCH MIXED USE BRANCH VIRTUAL BRANCH DIGITAL MERCHANDISING PREDICTIVE ANALYTICS TABLETS TELLER CASH AUTOMATION BRANCH RATIONALIZATION UNIVERSAL ASSOCIATE NEW IDENTITY NO QUEUES COMMUNITY CONNECTIONS TELLER TOWERS ASSISTED SELF-SERVICE REMOTE EXPERTISE INSTANT ISSUANCE ADA TARGET MARKET NO VAULTS WORKFORCE OPTIMIZATION PLATFORM INTEGRATIONS THE PROBLEM: THEBRANCHOFTHEFUTUREHASMANYFORMS CRUSHES THIS PROBLEM CLICK HERE TO LEARN MORE

31. Where more than 200 financial institutions started their branch transformation efforts. Learn the Top 10 retail banking barriers that affect sales and service. Interact with over 20 retail components and technologies. Discover the latest trends in retail and how they can work for you. INNOVATION: THE IDEATION CENTER

32. Test  your  innova.ons     Enable  clients  to  truly   interact  with  your   solu.ons,  and  help  your   staff  on-­‐board  them   INTERACTIVE   DIGITAL   SIGNAGE   Get  “line-­‐bus.ng”  &  immense   differen.a.on  to  your  client   experience   TM Gain  intelligence  and  data   on  your  peripherals     TM Check  clients’  financial   fitness:    Surface  needs,   obtain  objec.ves  and   get  dashboard  data  on   clients’  financial  profile.   And,  yes:  Consulta.ve   selling  24/7,  pulling   prospects  into     your  branch!   TM !  Deliver  ongoing  success  in  your   new  branch  experience   !  Give  front-­‐line  staff  the  right   training,  choreography  &  talk  tracks   to  implement  strategic  intent   TM Select  the  most  innova.ve   self-­‐service  solu.on:  Grabbing   commercial  fees,  re-­‐u.lizing   CDRs  and  assis.ng  the   floa.ng  full-­‐service   transac.ons     TM 7 INNOVATIONS THAT SOLVE WHAT THE BRANCH NEEDS TODAY

33. Confidential – Patents Pending WANT TO SEE ALL OF THESE DISRUPTIVE INNOVATIONS IN PERSON? We’re giving away a FREE trip to the Ideation Center plus a Branch Strategy Session. Enter here: http://info.dbsi-inc.com/ideation-center-giveaway

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