3. What is DASH
?
• The visual connotes forward movement
• A way to create a Delight, Amaze, Satisfy and Help
•
DASH
is the vision for the experience we have the
potential to deliver to our client and to each other
•
DASH
is not a new program or product. It merely
defines how we do things!
4. Why did we decide to DASH ?
• Because we see opportunities to make change and
improvements to the way we do things, so that we can
Delight, Amaze, Satisfy, Help
• Because so much has changed over the past two years,
we saw the opportunity to step back and analyze key
work processes
• Because we asked ourselves the question: “Are we dashing
in different directions or DASHing together? We didn’t like
the answer and decided to do something about it.
5. What will DASH
accomplish?
• A standard…an expectation…a clear definition of “The
Gibraltar Way” that blends experiences, ideas and best
practices
• Better, faster and clearer work processes to uphold
responsibility and accountability
• Shared knowledge and expectations of who does what –
and by when
• Better, faster and deeper onboarding process for new
associates
6. The Genesis
• Residential Relay
o An exercise to document workflows and document
activity by job function
o An opportunity to identify gaps in processes, improve
the tools to support the processes and streamline workflow,
eliminate duplication and get rid of needless tasks
o A way of keeping pace with the changes in the platform
(Encompass) that drives the residential process
7. DASH, a Catalyst
• DASH other work processes
• The Residential Relay was the catalyst to
o Create a DASH experience for BSA
o Create a DASH experience for bankers to learn more
about clients, prospects, associates and job candidates
is already underway
o The Research Hub (R-Hub)
o New Account Relay
o Construction “Mini” Relay
o Commercial Real Estate
o Other…
12. Snap shot of BSA…
The Result:
A more delightful, amazing, satisfying and helpful experience
for associates completing and reviewing and using the forms
to make decisions
13. DASH sparked new practices…
• We are paperless in the residential lending area
• DASH created a summary view and detailed description of the
process to perform BSA Due Diligence for prospects
originating in residential lending.
• The process simultaneously completes the necessary due
diligence for credit and deposit opening.
• Awareness of the need for a comprehensive BSA/KYC tool
• Initiated the creation of a resource to conduct research on
clients, prospects, associates and job candidates
14. DASH began by working to
Make a good process even better
15. Launch Time Line
• Executive Team – April 16
• Market Managers – April 23 (after Leadership Meeting)
• Individual Team Meetings – April 24 – May 15
