Drive Digital Transformation for Financial Institutions with Compelling Content
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This document summarizes digital signage projects that DBSI completed for various financial institutions. It outlines the challenges each client faced and how DBSI helped address them. It also provides quotes from satisfied clients praising DBSI's solutions, processes, and ability to understand their brands and deliver engaging digital experiences. The document shows that DBSI has extensive experience transforming branch environments for different types of financial institutions through strategic digital signage implementations.
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Drive Digital Transformation for Financial Institutions with Compelling Content
- 1. COMMUNITY FIRST CU FLORIDA CHALLENGES Replace a nightmare digital signage vendor across branch network Increase member engagement Use digital to create a high-tech, high-touch experience for members IMPACT “I’ve worked with several other digital vendors, and DBSI is by far the best in all categories – process, technology, equipment and most of all content. You won’t find this caliber of content anywhere else. On brand, fresh and engaging! ” ROGER RASSMAN VP OF MARKETING DBSI X-FACTOR DBSI comprehensive process was the key to keeping the project moving along and ensuring an on-time delivery.
- 4. TECHNOLOGY CU Silicon Valley, CA CHALLENGES Expand to a new market Drive efficiency, infuse brand Enable staff to advise & allow members to conduct simple transactions via alternative digital channels. IMPACT “Working with DBSI's digital team was a great experience. They helped us choose the right hardware and design the award-winning digital signage content in our new branches. We would highly recommend working with them.” KATE DUGGAN SVP MARKETING DBSI X-FACTOR DBSI aligned with Tech CU’s executives and delivered a full kit of parts to attract a tech-savvy market segment—all while delivering the efficiencies and experiences needed to achieve branch channel objectives. Implemented successfully across 4 locations with more to come!
- 7. CHALLENGES With 30,000 students at SDSU, creating a next generation experience for digitally-savvy, college students was a must. California Coast Credit Union wanted to take their brand in a new direction – and needed an agency that could create, build, and deliver in digital signage format. IMPACT “DBSI helped us deliver financial education and a better branch experience—two important values we want to offer our members. The digital signage content and delivery is appealing, eye-catching, and right on brand. We are thankful to have found such a great partner!” KATHY CADY COO DBSI X-FACTOR Strategy-focused content Is the only way to deliver impactful digital signage campaigns. Leaning on extensive expertise and processes, DBSI was able to deliver the brand in a new way that captivating millennials’ attention. CALCOAST CU DIGITAL TO BRING NEW BRANCH TO LIFE
- 10. WESCOM BRANCH TRANSFORMATION CHALLENGES Remove barriers to effective member advising Attract members to learn how Wescom can better their financial future Develop a new service model IMPACT Wescom’s design was a 360º transformation from the previous traditional layout. Highlights include new advisory spaces for Universal Associates, digital signage strategically deployed to educate and onboard members, and an environment that truly connects members to Wescom’s promise, history and values. DBSI X-FACTOR Extensive consulting with DBSI helped the executive team find their vision for transforming their traditional designs. Using DBSI’s 6d program as a guide, Wescom was able to easily reinvent the member experience and achieve strategic initiatives..
- 13. CENTRIS FCU CHALLENGES Lead the migration from a cumbersome, homegrown digital content platform to an easier-to- manage cloud based management system Take boring content from an agency that “just didn't get us” and turn it into a captivating digital brand. IMPACT “Your team is fantastic and nailed our brand in a new and refreshing way that I’ve been pushing my team toward for a long time. You took my feedback every time and implemented it right away without second or third round of revisions. It’s refreshing to work with a team of such caliber!” KATYLYNN PYATT Marketing Banking Manager DBSI X-FACTOR Compelling content starts with an agency that understands its industry and is an expert in its craft. DBSI is a group of thinkers designers, leaders , dreamers and doers at the forefront of changing the world through compelling digital experiences.
- 15. FIRST SOUTH BANK NORTH CAROLINA CHALLENGES Move away from traditional, state and boring static messaging, and use digital to create more meaningful messaging that engages clients Have a robust digital presence that is easy for a single person team of only one to manage and maintain for always fresh content. IMPACT “This branch truly speaks to who we are and how we want to engage with our customers, I love it!” Rnady Woodson COO, First South Bank DBSI X-FACTOR DBSI’s intimate knowledge of the financial institution industry created the perfect environment for branch transformation—bringing together a blend of design, technology, people and process together – and ultimately delivering a GREAT experience.
- 18. SEACOAST FLORIDA CHALLENGES Test new digital signage concepts in pilot branches Roll out digital signage “Kit of Parts” across branch network Create digital signage content during a rebrand initiative IMPACT “DBSI’s responsiveness and ability to be onsite to personally assist with our needs has been amazing. we need them has been the.” JENNIFER POWERS AVP, Branch Marketing and Events DBSI X-FACTOR DBSI’s process was the key element to assist Seacoast with creating a new digital signage initiative that was on- strategy, on-budget and on-time, successfully rolling out a kit of parts across Seacoast’s branch network.
- 21. FIRST UNITED BANK & TRUST MARYLAND CHALLENGES Take First United’s branch merchandising out of the stone age and transform into a mesmerizing experience Make community involvement and financial education exciting Create multi-use content that could be repurposed after a rebranding effort IMPACT “We greatly appreciate all your hard work and support for our new branch location. Everything looks great and we look forward to more!” ERIC NUTTER VP & Director of Marketing DBSI X-FACTOR DBSI worked with First United’s team to develop an execution plan for rolling out digital signage immediately for new branch locations—during an active rebranding effort. With carefully crafted content, only a few minor changes were needed once the rebrand was complete.
Editor's Notes
- Rabobank, one of the largest Banks in the world. Agricultural bank. They came to us because they had hired an expensive architect who created a “star trek” like branch for them that failed miserably. The design wasn’t aligned to their specific agriculture market and people felt uncomfortable. Fortunately, one of their partners asked if they had ever heard of DBSI and how we coul help them figure this out. Using our 6D process, we helped them integrate a defined strategy all the way through execution.
- Rabobank, one of the largest Banks in the world. Agricultural bank. They came to us because they had hired an expensive architect who created a “star trek” like branch for them that failed miserably. The design wasn’t aligned to their specific agriculture market and people felt uncomfortable. Fortunately, one of their partners asked if they had ever heard of DBSI and how we coul help them figure this out. Using our 6D process, we helped them integrate a defined strategy all the way through execution.
- For Cal Coast CU it was about aligning a solution to Millennials. Their branch was on the campus of San Diego State University and they needed to appeal to that demographic. So DBSI asked how can we best resonate the value and the brand that CalCoast offers in a micro-branch? For Cal Coast, Digital Signage was the answer.
- Rabobank, one of the largest Banks in the world. Agricultural bank. They came to us because they had hired an expensive architect who created a “star trek” like branch for them that failed miserably. The design wasn’t aligned to their specific agriculture market and people felt uncomfortable. Fortunately, one of their partners asked if they had ever heard of DBSI and how we coul help them figure this out. Using our 6D process, we helped them integrate a defined strategy all the way through execution.
- Rabobank, one of the largest Banks in the world. Agricultural bank. They came to us because they had hired an expensive architect who created a “star trek” like branch for them that failed miserably. The design wasn’t aligned to their specific agriculture market and people felt uncomfortable. Fortunately, one of their partners asked if they had ever heard of DBSI and how we coul help them figure this out. Using our 6D process, we helped them integrate a defined strategy all the way through execution.
- Rabobank, one of the largest Banks in the world. Agricultural bank. They came to us because they had hired an expensive architect who created a “star trek” like branch for them that failed miserably. The design wasn’t aligned to their specific agriculture market and people felt uncomfortable. Fortunately, one of their partners asked if they had ever heard of DBSI and how we coul help them figure this out. Using our 6D process, we helped them integrate a defined strategy all the way through execution.
- Rabobank, one of the largest Banks in the world. Agricultural bank. They came to us because they had hired an expensive architect who created a “star trek” like branch for them that failed miserably. The design wasn’t aligned to their specific agriculture market and people felt uncomfortable. Fortunately, one of their partners asked if they had ever heard of DBSI and how we coul help them figure this out. Using our 6D process, we helped them integrate a defined strategy all the way through execution.
- Rabobank, one of the largest Banks in the world. Agricultural bank. They came to us because they had hired an expensive architect who created a “star trek” like branch for them that failed miserably. The design wasn’t aligned to their specific agriculture market and people felt uncomfortable. Fortunately, one of their partners asked if they had ever heard of DBSI and how we coul help them figure this out. Using our 6D process, we helped them integrate a defined strategy all the way through execution.