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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

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

Welcome to the Future of Banking: Mercantil Bank Opens Its Newest Florida Location

Posted by David Giarrizzo

April 26, 2018

Mercantil Bank, Florida’s fifth largest bank with assets of $8.5B, newest location in Wellington, Florida, is being hailed as the “Bank of the Future.” And for good reason.

Say goodbye to the roped off path leading to the wall of teller stations, the 1970s framed art, and the rack of tri-fold brochures (with 8 point font). And say hello to the future: an open floor plan, clean, bright colors, and self-service kiosks with interactive digital displays. This is the bank of the future.

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Topics: Banking Technology, Branch Transformation, Branch Design, DBSI Client Stories

Top 10 Branch & HQ Design Trends for 2018

Posted by Laura Ory

March 14, 2018

 As the financial institutions move to make their branches more advisory and innovative, branch design is playing a vital role in the shift. 

The same old credit union and bank branch designs just don’t cut it in this bold new era of banking. Long rows of tellers, client barriers, and stuffy lobbies are disappearing in face of more effective designs. 

We asked DBSI’s design experts to weigh in on the top trends influencing branch and HQ designs right now. See the video of the top 10 trends below and download the infographic for inspiration on your future branch or headquarters designs.


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Topics: Banking Technology, Retail Banking, Branch Transformation, Banking Equipment, Branch Design, Client Engagement, Branding, Retail Strategies, Digital Signage

CUNA Members See to Believe: Captivating Branch Transformation Trends at the Ideation Center

Posted by Laura Ory

October 4, 2017

Its not everyday credit union executives can try out the latest innovations transforming branches and slide down a batpole, but many got their chance at DBSI's Ideation Center this week. 

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Topics: Banking Technology, Retail Banking, Branch Transformation, Branch Design, Retail Strategies

In digital age, bank branches hit all-time high

Posted by Laura Ory

July 19, 2017

Branches are transforming, but don't expect to see them disappear, according to a recent report in the Worcester Business Journal.

DBSI's CEO, John W. Smith, shared his insights for the article on the changes impacting branches today, including why online and mobile banking won't completely replace branches.

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Topics: Banking Technology, Branch Transformation

Fantasy Branch Draft: Tackling Branch Technology

Posted by Laura Ory

January 25, 2017

Technology options for branches seem to grow by the day, with amazing opportunities for efficiency and profitability. But when you’ve got limited resources to transform and upgrade a branch, what makes the cut?

For Week 3 of our Fantasy Branch Draft, we want your top technology picks! Read up on the stats to decide, then place your vote. 

Let the drafting begin!

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Topics: Banking Technology, Client Engagement, Retail Strategies, Fantasy Branch Draft

Thanksgiving Blog Buffet: DBSI’s Top Posts of 2016

Posted by Laura Ory

November 23, 2016

When you’re not digging into some delicious Thanksgiving foods this week, leave some extra room to feast your eyes on our most popular blog posts of 2016!

Our 10 posts cover a wide spread—from technology and digital signage to branch design—loaded with tips to help you prep for 2017 and branch transformation.

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Topics: Banking Technology, Retail Banking, Branch Transformation, Branch Design, Branding, Digital Signage

Financial Execs Weigh In: Top 10 Most Wanted Tech Upgrades

Posted by Laura Ory

November 8, 2016

In future branch designs, banks and credit unions expect to make some major tech upgrades, according to survey data shared in our recent webinar: Budgets, Boardrooms and Branch Optimization.

What tech elements were voted “most likely” to be added to branches? Check out the list below:

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Topics: Banking Technology, Retail Banking, Banking Equipment, Software, Cash Automation

Goodbye Teller Lines, Hello Tablets! 6 Ways Tablets Can Boost Branch Sales and Service

Posted by Laura Ory

September 21, 2016


Tablets are about to do a lot more than entertain cats, if financial institutions get their way.

A sweeping 92 percent of financial industry panelists who participated in Celent’s 2015 Branch Transformation Research Panel survey said they expect tablets to be highly or extremely likely to be used by front line staff in the future.

Why? According to Celent’s follow-up survey and report, The Tablet Stampede: How Branches Will Change in the Short Term, some see tablets replacing some or all desktop computers in branches, reducing costs and creating a more open and inviting space. And many believe they can be a helpful tool for more efficient service and sales.

But how exactly are banks currently using or planning to take advantage of the handy tablet? Here are six ways tablets can be put to use in the branch.

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Topics: Banking Technology, Client Engagement, Software

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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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