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

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

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

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

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

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

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

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

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
TM

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

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

CRUSHES THIS PROBLEM

REMOTE
TRANSACTION
ASSIST
TM
CLICK HERE TO LEARN MORE

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

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

!  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

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

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


T
M

Open your eyes
with real-time
analytics for
recyclers and
dispensers.
TM
3

BROKEN
MACHINES
UNUSED
MACHINES
HIGH SERVICE
COSTS
1 32
THE PROBLEM



Connect
your clients’
needs to the
right products
and services.
TM
4

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
THE PROBLEM

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

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

THE PROBLEM: DISCOVERY
HOW DO CLIENTS CURRENTLY LEARN ABOUT THE SERVICES YOU OFFER?
INTERACTIVE
DIGITAL
SIGNAGE

Ensuring ongoing
success for your new
branch experience
through training and
change management.
6
TM

!  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

!  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
T
M

When you’re ready to
see, touch and get
personally involved
with real innovation
7

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

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

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

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

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

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

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

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