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TRANSFORMATION MADE EASIER

THE RAPID
BRANCH REFRESH 

A 4-point package that dramatically shifts your business outcomes at a fraction of a typical remodel cost and time.

IT'S POSSIBLE. IN JUST 12-16 WEEKS, YOU CAN MASSIVELY UPGRADE YOUR BRANCH EXPERIENCE

And no, we're not just talking just pretty carpet. This refresh is aligned to the actual outcomes you need to succeed in today's world.

All within the right timeline and the right investment level. 

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1. DRIVE MORE CLIENT INTERACTIONS

It's no secret branch transactions are declining. At the same time, financial advice is needed more than ever. Drive warm leads into advisory conversations with Financial HealthCheck.

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2. DELIVER AN EHNANCED CLIENT EXPERIENCE

Siloed service roles are costly and create a poor client experience. Open up your branch floor-plan and enable Universal Associates with Teller Towers, integrated cash recyclers, and RTA.  

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3. INCREASE MOBILE ADOPTION RATES

Adoption and usage of digital channels averages around ONLY 30%. Effectively promote and onboard clients right in the branch with digital signage, tablets, and tutorials for hands-on learning.

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4. WOW CLIENTS WITH SERVICE DELIVERY

Organizations invest huge amounts of time, effort, and money into new branch experiences. But often, the new strategies fail to take hold. Get your front-line staff ready to execute with Delivery Defined. 

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SO WAIT, HOW DOES THIS WORK?

YOUR BRANCHES AREN'T GOING TO FIX THEMSELVES.

WE HANDLE IT ALL FOR YOU.

We get it. You want to deliver a consistent experience across your branches, but you don't want a complicated, expensive remodeling project. You want something that can make an impact quickly and cost-efficiently. But where do you start?


The Rapid Refresh is the answer and includes everything to lightly transform your branches from start to finish:

  • All the physical components and millwork items

  • All interior design elements 

  • Multiple technology solutions 

  • All construction and installation services

  • Online staff training

All elements of this package are expertly curated to work together to achieve transformation success.   

 

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Supercharge advisory conversations and warm leads with Financial HealthCheck

Talking about money is often taboo, and that can make initiating product conversations with clients awkward. At the same time, declining transactions are forcing banks and credit unions to rethink how they can connect face-to-face with clients.

In less time than it takes to post your latest meal on Instagram, Financial HealthCheck (FHC) is an online tool that helps anyone self-assess key financial indicators in 90 seconds. Users instantly receive a report on how they're doing financially, where they stand in comparison to their peers, and then prompted to connect with one of your associates in the branch to further improve their financial health.

The Rapid Refresh package includes a branded FHC website tool and up to 5 branch URLs. 

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Deliver an enhanced experience with Universal Associates

Siloed staff roles are costly and teller lines create a confined, poor client experience. Open up your branch floorplan by removing teller lines and shifting to Teller Towers equipped with cash recyclers.

Even better, a Fintech Product of the Year called RTA enables Universal Associates who can handle all transactions from start to finish. Your operating costs are lowered, staff becomes more efficient, and advisory conversations increase to enhance your client experience.

Your package includes 2 Teller Towers, 2 cash recyclers, 2 RTA licenses, all the integration software licenses, new flooring and lighting around the Teller Towers, and installation of all the elements.  For branches with less than 6,000 transactions per month, we recommend 1 Teller Tower and 1 cash recycler.

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Truly Onboard to Digital and Mobile Channels

Adoption of digital channels averages around 30%. This is largely due to non tech-savvy clients unwilling to use tools they aren't comfortable with, and staff who are hesitant to show them how.

Start effectively onboarding clients right in the branch with digital signage promoting the value of using mobile tools, and tablets loaded with tutorials for hands-on learning. Adoption rates go up, your clients are happier, and your staff can now be advisory client heroes. 

Your package includes 1 Dynamic screen, 2 tablets, and 4 content templates to get you started.

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Assure Perfect Staff Delivery with Delivery Defined Academy

Organizations invest huge amounts of time, effort, and money into new branch experiences. But often, the new strategies fail to take hold.

Get your front-line staff ready to execute your new branch experience with Delivery Defined. This web-based training program is filled with all the learning modules your staff needs to deliver client delight and understand how to provide service in your new environment. 

You receive unlimited access for 1-year to Delivery Defined Academy.

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Cost

WAIT, THIS SOUNDS EXPENSIVE...

NOPE, YOUR LOW INVESTMENT PER BRANCH IS ONLY: 

$285,000 - $335,000

Once you experience the outcomes the Rapid Refresh brings to your branches, you'll quickly see that you're receiving benefits that far outweigh the costs. And yet, your investment is nowhere near a $2.1 million on average new build cost. Or even the typical $600k remodel price for that matter.

 

You're getting the branch experience you've always wanted, all wrapped together in one convenient package. We review the main transaction areas of the branch, and refresh the space that has the most impact (typically 300 sf - 400 sf).

 

For the results this delivers, plus the design services, technology, and ongoing training you receive...this is a steal.

 

Imagine, for the price of one new build, you can refresh and make an impact to six branches instead. All completed in just 12-16 weeks!

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A typical remodel costs $650,000 to $750,000

Not always budget-friendly

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The Rapid Refresh gives you results at 55% less cost 

Now that's real talk

Once Again, Here's What You Get with the Rapid Refresh:

  • A  budget-friendly solution to drive consistency across multiple branches
  • An enhanced branch experience at a fraction of a typical remodel cost and timeline 
  • More warm leads and advisory conversations 
  • The ability to shift to a Universal Associate service model
  • Increased mobile adoption rates
  • Your frontline staff proudly conveying the value of your new experience to clients 
  • Expert design services and construction drawings
  • Integration of elements into your existing branch design
  • All construction services, onsite project management, and trade work
  • A branded FHC website tool and up to 5 branch URLs
  • Two Teller Towers with enhanced lighting and new surround flooring
  • Two cash recyclers with core integration software licensing
  • Two RTA licenses to enable transactions anywhere in the branch
  • One Dynamic digital signage screen (55” to 70”) + 2 content layouts 
  • Two tablets + 2 mobile banking tutorials
  • 1-year of unlimited access to Delivery Defined Academy

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Interested?

Let's Connect

Contact us now for more information and get your project going.

Let's Talk Transformation!