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 IN:

Curb Appeal
Interior Appeal
initial Engagement
Associate Choice
Advising Areas
Transactions
Transitions
On-boarding
Discovery
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.

Share with your contacts!