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Download our branch report card and discover how your branch compares to the industry standard. 

Are you sure your branch is better than the rest? How can you be sure without clear industry standards? 

That’s why we put together this report card, to share the most important measurements for branch success. Grade your branch on and the complete experience.

  • •   Curb Appeal 
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    • •   Interior Appeal  
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        • •   Initial Engagement  
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          • •   Associate Choice 
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            • •   Advising Areas  
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              • •   Transactions
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                  • •   Transitions 
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                    • •   On-boarding
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                        • •   Discovery
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      See if you are in the top percentile for overall branch experience. Then use the grading rubric to see what other branches that score similar to you are like. 

Branch Report Card
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