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4 Can't-Miss Highlights from CUNA 2018

Posted by Lauren Helt

September 20, 2018

If we had to describe this year's CUNA Operations & Member Experience Council Conference in only a few words, we'd probably narrow it down to...

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Topics: Banking Technology

Connect (and Innovate!) With DBSI at CUNA 2018

Posted by Lauren Helt

September 4, 2018

It takes more than wanting to transform to truly reshape the way you serve your members. Change doesn't come without some form of challenge — and it all starts with challenging the way you perceive how things are done today by engaging with new people, products, and ideas to move your credit union forward.

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Topics: Retail Banking

Your Branch Transformation Budget: Getting Your Board On Board

Posted by Lauren Helt

August 30, 2018

If you've been following along with our budget series, you're already ahead of the game when it comes to building your Branch Transformation plans for 2019 (in fact, you're basically a rock star at this whole budgeting thing).

With your team, you've already created the right strategy for your transformation by outlining why you need to take action, what you will do, where to apply it, and by when in an Executive Summary. Then, based on that agreed-upon plan, you created an accurate budget based on like projects, industry averages, and your own research (bonus points if it's before your deadline!).

But there's one more (big) step you need to take before you can start executing your (well-planned) Branch Transformation strategy: packaging your budget in the right way to get Board approval!

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By the Numbers: What's the Real Cost of Branch Transformation?

Posted by Lauren Helt

August 16, 2018

As a banker, you're no stranger to crunching numbers. You know the banking industry like the back of your hand, your day-to-day revolves around money... so figuring out the final cost of your Branch Transformation project should be simple, right? 

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Topics: Branch Transformation

4 Simple Steps to Building a Realistic Branch Transformation Budget

Posted by Lauren Helt

August 9, 2018

Transformation can be a lot of fun — but let's face it — budgeting season is not.

When starting to plan for your Branch Transformation or Headquarters projects, one of the hardest tasks you'll take on is determining how much you need to reasonably budget for your project and what your final cost will be to ensure nothing is forgotten.

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Topics: Branch Transformation

Are You on Track, Leading the Way or Lagging Behind in Experiential Transformation? Find out here!

Posted by David Giarrizzo

July 27, 2018

Have you seen the latest data on Digital Signage use among financial institutions?  

Whether Digital Signage is on your priority list or not, you need to check out the latest statistics on what’s working, how much FI’s are spending, and what’s most effective for delivering tangible results. Check out this video for a sneak peek ...

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Topics: Client Engagement, Digital Signage

6 Big Ideas Shared at Financial Brand Forum 2018

Posted by David Giarrizzo

June 7, 2018

If you didn’t make it to the Financial Brand Forum event in Las Vegas, then you missed out on what was probably the coolest banking event of the year. (Seriously. It was awesome!) 

Thousands of financial industry leaders and the brightest minds in banking gathered together for three days of learning from A-list speakers like Guy Kawasaki and Randi Zuckerberg, sharing best practices with other industry veterans, and developing innovative growth tactics.

One of the many highlights from this year’s event included a session with DBSI CEO, John W. Smith, on “The Art of Inception: 6 Insanely Clever Content Strategies for Engaging with Digital Signage.” It was a packed house for Smith’s early morning session, and attendees left the room blown away with tangible examples for turning digital signage into an irresistible engagement tool.

One attendee, CMO of Deer Valley Credit Union, Jenn Wade, had this to say about Smith’s session content:

“His presentation showed how tech-forward a branch can be while maintaining a high level of personalization, which then allows a financial institution to create a strong synergy between digital and the human element.”

What was the specific content Smith presented that made such a distinct impression on attendees like Jenn Wade? We’re glad you asked!

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Topics: Banking Technology, DBSI News

Encourage the Unreasonable: Highlights from John W. Smith’s Closing Keynote on Disruption, Innovation and Culture

Posted by Lauren Helt

June 4, 2018

This year’s SymCentral user group conference welcomed a group of managers, programmers, lenders, IT and Operations professionals from credit unions across the North and South of Mid-America running the Jack Henry® Symitar® Episys® core banking system. Hosted in Dallas, TX, the conference was jam-packed with highlights: robust breakout sessions with actionable takeaways to improve the client experience, networking opportunities over cocktails at Dallas’ favorite watering holes, and even an exclusive tour of the impressive home of the Dallas Cowboys, AT&T Stadium!

In every year of the conference, the SymCentral Executive Committee handpicks an agenda that aligns to the imperatives of the market. This year was no exception, but there was one underlying theme that had a strong presence throughout this year’s conference schedule: innovation.

Read on for the must-see, can’t miss highlights from John W. Smith’s closing keynote presentation centered around building a culture that lives (not just talks about!) disruption, unleashing your creative edge and how to add innovation to every employee’s job description.

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Topics: DBSI News, Culture

Where is the Branch Headed? Umpqua and DBSI CEO's Talk Future Strategy at FinXTech Closing Keynote

Posted by Lauren Helt

May 27, 2018

The banking industry is feeling the heat from digital disruption now more than ever before. Innovative technology, fierce competition and ever-rising client expectations accelerated the delivery of initiatives like online banking, e-wallets and mobile apps, leaving many to wonder what this massive shift to digital means for the physical branch network.

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Topics: Banking Technology, Retail Banking, DBSI News, Retail Strategies

Behind the Scenes at Financial Brand Forum 2018

Posted by Emily Sweillam

May 17, 2018

When thousands of the brightest minds in banking get together for a conference in Las Vegas, what kind of wild and crazy things can happen?
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Topics: DBSI News, Retail Strategies

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About The Blog

We help financial institutions break the mold and improve their branch profitability and experience. And we openly share our knowledge rather than tuck it away for some secret strategic advantagea reason many of our clients come to us. This blog is our opportunity to write, teach and speak about what we do, and what we see happening across the banking industry.

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