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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

Secrets to Success: 10 Steps to Digital Survival

It’s a confusing world. Every week we get calls from clients asking for guidance on new technology, and new digital strategies.   How do you choose? With the current technology...

Webinar: Universal Banker Implementation – A Manager’s Guide

The idea of the “Universal Branch Employee” is not new, but what makes it critical at this point in time is the need to improve sales growth and manage cost...

Bank At Work: 7 Elements for Success

Banks are paying renewed attention to Bank-at-Work.   Bank-at-Work programs make a lot of sense – they are a way to leverage relationships you already have with businesses, and a...

Peak Performance Consulting Group Receives Award for Leading Firm in Consulting Services

Peak Performance Consulting Group has been selected for the 2017 Austin Award in the Consulting Services category. The Austin Award Program is an annual awards program honoring the achievements and...

Webinar: Creating Success Through Superior Service Quality

Everyone believes service quality is important, especially for high value clients. But how well does your service quality program work? Does it only measure customer facing staff in branches and...

Distribution Strategies: “You can’t be everywhere”

Branches have lost much of their reason to exist because routine transactions such as depositing checks and transferring money are increasingly done on computers or phones.   But banks need...

Implementing a Successful Universal Banker Program

Where does the Universal Banker model fit with your branch staffing?   With customer channel preferences changing and branch transactions declining, most bank branches are staffed with more personnel –...

A bright ideal: Seven elements of the ultimate branch format

Q: “Is there an ideal branch format?”   A: The “ideal branch” of the future will be fully automated with robots or holograms serving as branch staff. The interior walls will...