Five Practices to Keep the Branch Relevant Presentation

• Welcome and introductions

• Current state

• Traditional account holders in the branch

• Hiring practices in the branch

• Modern branch design

• Adopting best practices from other industries

• Risk and compliance review

• Management tips

• Open discussion including Q&A session

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• Gordon A. Williams IV, FMSI EVP Business Development

• Anthony Burnett, Level 5 Chief Evangelist

• Chad Davis, FMSI SVP of Marketing

Trends in the industry

Great Disparity— • FI market share • Millennial impact

Perception vs. Reality— • Mobile Banking Survey • Mobile and Online Enough? • Strongest Competitive Advantage

The key to improving earnings? • 6,500 Avg. Transactions per Month (simple deposits) • Higher Quality Interactions

The right branch employees— • Financial Advise • Lost revenue potential • Universal Associates

Possibly leaving out great talent— • Importance of Industry Knowledge • Sales People by Nature

More than just making it look nicer— • Updating the branch to appeal to all generations • Focus on the Sales and Service Component • Synchronizes the Customer Experience • Branches that Facilitate the Desired Customer Experience • Technology Integration • Brand to communicate your Message

Best Practices from “Other” Industries

• Tabletop Solutions

• Preferred Customer Programs

• Customer Appointment Applications

Risk reward comparison—

• Self-service technology

• Dual control

Forecasting transaction volumes— • Allocation of staff at the right times • Part-time staff utilization

• Best fit for every situation? • Call center example

Position your branch for the 21st century challenges —

• Adapt to the environment

• Best competitive advantage

• Sales-centric service hub

FMSI provides performance management information and a branch staff scheduler to financial institutions of all sizes, including a workforce optimization comparative data report that allows clients to see where they rank amongst their industry peers.

– Learn more at www.fmsi.com, or call 770.619.3443 – Download all FMSI white papers and recorded webinars at

fmsi.com/resources

LEVEL5 serves financial institutions in developing growth

strategies through consulting, real estate, design, construction management and retail branding.

– Learn more at www.level5.com – Anthony Burnett, Chief Evangelist at Level 5, 404-761- 0008,

[email protected]