With a decline in foot traffic, higher transaction costs, and rising salaries, financial institutions are starting to realize that the traditional branch model is rapidly becoming irrelevant. That's why FIs are now pivoting toward the Universal Associate Model to make the switch to advisory banking, ensuring a better experience for the client and a more profitable interaction by the associate. Except there's one problem: adopting this model is challenging. It requires attention to detail, capable technology, open and flexible design builds, proper training, and so much more. To help make this process simpler, we've gathered all the info you'll need, and gathered it into this one downloadable package.
From hiring to managing to motivating a team of universal bankers, this infographic is exactly what you need to build the perfect team for your retail branch experience.
Everything you need to know about advisory level banking can be found here. From branch operations to tech, no stone is left unturned.