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Lauren Helt

Recent Posts

Which Transformation Trends Are On Deck for Financial Institutions in 2019? [INFOGRAPHIC]

Posted by Lauren Helt

October 25, 2018

The World Series is officially underway, which means baseball is winding down until Spring Training. Whether you're a die-hard fan of America's favorite pastime, just enjoy Ballpark hot dogs, or fall anywhere in between, we're all bankersand in our world, there's no such thing as an off-season.

Unlike the MLB, we approach every day like it's game day. Okay, so our branches observe standard business hours instead of random schedules, and the closest thing we have to extra innings is 24/7 online banking. We count cash instead of pitches, and prefer transactions and technology over bats and balls—but don't count us out as athletes just yet. We're major players in a brand new, year-round ball game: Branch Transformation.

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FHC and Service Sidekick—Two New Innovations to Boost Advisory Conversations and Warm Leads

Posted by Lauren Helt

October 9, 2018

When clients walk into your branch today, how are you helping them navigate through life's financial journey? Are they openly sharing their goals and interests and asking you for advice on the right products and services for their unique aspirations? Or do you feel like you're playing a game of 20 questions just to figure out what they really need?

Even in a financial institution, talking about money can get a little uncomfortable... which means striking up conversations with clients about their goals and products can be challenging. What's more, declining in-branch transactions have created fewer opportunities for staff to connect with clients face-to-face — so staying relevant and engaging clients more effectively is more important than ever before.

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Topics: Banking Technology

What's the ONE Thing All of These Financial Institutions Have in Common?

Posted by Lauren Helt

September 26, 2018

It's probably not what you think!

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Topics: Branch Transformation

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

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

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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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