As more financial institutions focus on growing their revenue base and business, effective cross-selling in the branch becomes paramount. This concept is not new however, so how can you do it successfully? What might help your staff and institution achieve its goals?

Automation Avenue Podcast 005 - How Financial Institutions can Grow without Large Branches In this podcast we go into some strategies for growth that don’t involve huge brick and mortar branches.

Automation Avenue Episode 004 - Alabama CU: How to achieve remarkable growth We sat down with CEO Steve Swofford and COO Kayce Bell of Alabama CU to dive into what’s driven their huge success over the past 5 plus years. What we uncovered was an unwavering commitment to member service, employee development and one of the strongest organizational teams in the CU space. Hopefully you can take away some great points from this interview as to how you can make your CU ready for the next 5-10 years.

We wanted to dive a little deeper and talk about the design aspect of Branch Transformation, how it can help, and why there is no cookie cutter or one-size-fits-all solution. Customization is a must. It’s not just about doing it, but doing it the best way possible, specifically for you and your customers. Finding the right way to incorporate technology, signage, layout and other elements of branch design can help make you unique in an extremely competitive industry.

Remember the good old days before the Great Recession when revenues and profits were sky high and nothing could go wrong? Well, unfortunately those days are long gone and not coming back anytime soon, if ever. With difficult financial markets and regulation, tough competition, demanding customers and new technology, our financial institution customers are realizing they need to make serious changes now or risk being left behind. In order to survive and thrive, the time for branch transformation is now.

Whether you have already transformed the design of your branch or are looking to make a change, keep reading to learn more about the technology you can put in place to help your branch achieve its goals of better customer interaction, more productive workflow, greater efficiency and reduced operating expenses. These tools serve a variety of functions, but ultimately free your staff to focus on the most important thing in the branch -- your customer. By removing the focus on counting cash, handling paperwork and other mundane tasks, your staff can be more available to help your clients achieve their goals and solve their problems. All of this can lead to higher loyalty and overall satisfaction in a highly competitive marketplace.