Branch Optimization
We Know Financial Institutions
Led by our expert team of former banking executives, with more than 50 years of combined hands-on experience, our Branch Optimization Program is a proven solution to increase profits and optimize employee and building performance by effectively modernizing your branch network.
During our Branch Optimization process, we will:
Complete a comprehensive demographic analysis of each location to determine market potential and competitive history, and to provide deposit and loan projections.
Conduct a detailed analysis of key financial elements and transactions. This includes, but is not limited to, deposit and loan balances, three-year monthly transaction volumes, deposit market share, current book value, income, expenses, staffing levels, and profit/loss data for each branch location.
Perform an on-site analysis for each location and site to assess the general building conditions, systems, opportunities for better utilization of space, and areas of functional obsolescence.
Present individual recommendations based on the Branch Optimization Program findings to improve layouts and efficiencies, ensure effective branding and technology usage, and increase profitability and performance.
The result will provide you and your management team with a guide to prioritizing the necessary steps to ensure efficiency and effectiveness, and to maximize performance for each location.
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