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The Road Ahead

surveycoverRetail Banking at an Inflexion Point. The Banking Industry has undergone more change in the past 5 years than in the past three decades. New competitors and operating models. Increased regulatory burden. And perhaps most importantly, changing consumer expectations and channel behavior.

The cross-currents are significant: where to win, what strategies to use, and how to best realize the future. We surveyed industry leaders to gain their perspective on the challenges ahead. Their insight has been combined those of our management team to provide this point of view.

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From Retail Banking Strategies

Video Blog: Three Things to Consider When Closing Branches

Financial Institutions are re-configuring branch networks to meet changing customer demand, closing bank branches and investing in new channels.   Jon Voorhees, Peak Performance Consulting Group consultant and former Head...

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,...