Online and mobile banking are driving transactions out of the branch, causing financial institutions to rethink their branch strategies. Join us, with a special guest from Level 5, as we review five innovative tactics to keep your branches relevant.

2. • Welcome and introductions
• Current state
• Traditional account holders in the branch
• Hiring practices in the branch
• Modern branch design
• Adopting best practices from other industries
• Risk and compliance review
• Management tips
• Open discussion including Q&A session

3. Submit a question or
comment via chat

4. • Gordon A. Williams IV, FMSI EVP Business Development
• Anthony Burnett, Level 5 Chief Evangelist
• Chad Davis, FMSI SVP of Marketing

5. Trends in the industry

6. Great Disparity—
• FI market share
• Millennial impact

7. Perception vs. Reality—
• Mobile Banking Survey
• Mobile and Online Enough?
• Strongest Competitive Advantage

8. The key to improving earnings?
• 6,500 Avg. Transactions per Month (simple deposits)
• Higher Quality Interactions

9. The right branch employees—
• Financial Advise
• Lost revenue potential
• Universal Associates

10. Possibly leaving out great talent—
• Importance of Industry Knowledge
• Sales People by Nature

11. More than just making it look nicer—
• Updating the branch to appeal to all generations
• Focus on the Sales and Service Component
• Synchronizes the Customer Experience
• Branches that Facilitate the Desired Customer Experience
• Technology Integration
• Brand to communicate your Message

23. Best Practices from “Other” Industries
• Tabletop Solutions
• Preferred Customer Programs
• Customer Appointment Applications

24. Risk reward comparison—
• Self-service technology
• Dual control

25. Forecasting transaction volumes—
• Allocation of staff at the right times
• Part-time staff utilization

26. • Best fit for every situation?
• Call center example

27. Position your branch for the 21st century challenges —
• Adapt to the environment
• Best competitive advantage
• Sales-centric service hub

28. FMSI provides performance management information and a
branch staff scheduler to financial institutions of all sizes,
including a workforce optimization comparative data report that
allows clients to see where they rank amongst their industry
peers.
– Learn more at www.fmsi.com, or call 770.619.3443
– Download all FMSI white papers and recorded webinars at
fmsi.com/resources

29. LEVEL5 serves financial institutions in developing growth
strategies through consulting, real estate, design, construction
management and retail branding.
– Learn more at www.level5.com
– Anthony Burnett, Chief Evangelist at Level 5, 404-761- 0008,
aburnett@level5.com