With a decline in foot traffic, higher transaction costs and rising salaries, financial institutions are starting to realize that the traditional branch model is rapidly becoming irrelevant. That's why FIs are now pivoting toward the universal associate model to help them make the switch from transactional to advisory, ensuring a better experience for the client and a more profitable interaction for them.
The universal associate approach to servicing clients may seem like a mythical, fairy-tale concept, but there are some FIs that have been deploying UAs for years with great success. So we asked a few of these branches (who also happen to be our clients) what made it all possible for them - and then wrote it all down in a guide for you. This is that guide.
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