Empowering Your Branch for the future
Digital QuickStart Training: Defining the Member Digital Experience
Branch operational strategies have dramatically shifted over the past decade. Clients now demand fast, efficient transactions coupled with personalized service, making banking more convenient and engaging. To thrive in the future, financial institutions must embrace digital elements in their branch experiences. This model, which is already creating success in hundreds of branches nationwide, helps institutions evolve their service approach and better connect with clients.
Lasting Success Starts Here
Creating an incredible new environment tailored to your culture and brand promise is essential, but it’s not enough. True success comes from empowering your front-line staff to deliver this unique experience to your clients. Our Member Digital Experience QuickStart program bridges this gap by equipping your team with the necessary tools and ongoing support to execute your strategic vision effectively.
We Work With You To:
Create a tailored client experience
Train your staff on new processes and digital elements, ensuring they understand and can execute your strategic intent.
Provide comprehensive guidebooks and ongoing support, ensuring your staff feels confident and fully supported.
Offer follow-up coaching, guaranteeing lasting success and continuous improvement.
Executive Workshop to outline the intent and vision for the branch’s digital experience
Providing virtual or on-site training to empower branch staff, enhance client relationships, and ensure comfortable use of technology.
A playbook for the branch staff to use as a guide to navigate new processes and digital elements
Ongoing support to ensure your team is supported and successful
Key Deliverables
Ensure your branch staff is confident with the new tools through virtual or on-site training. Enhance client relationships and ease technology adoption without comprehensive support.
Key Deliverables
Whether you have fully transformed all your branches, just one branch, or transformation is a dream of your future, DBSI has designed and created the Universal Associate Workshop to apply to your financial institution no matter where you are in your journey. It is critical when competing with the current retail and banking environments that you meet your clients where they are at. With DBSI’s Universal Associate Workshop, your organization will catch you up and surpass the others in growth.
A customized implementation plan to seamlessly integrate within your banking institution for maximum effectiveness.
Ready-to-use templates that can be personalized with your branding, assisting your team throughout the rollout process for enhanced efficiency and effectiveness.
An exclusive landing page featuring essential documents and a comprehensive recap of the key decisions made during the Universal Associate Workshop and key decisions made.
Ongoing guidance to address any challenges, and ensure sustained success in implementing the Universal Associate Model.
Here is what our clients are saying:
The insight provided by Janice during the training on how the new layout of the branch is intended to work was invaluable. The concept it completely new to NET and to have her with us to walk through the areas and their intended “use” was a great experience. We came into training excited to be in the new space and we left with more excitement for the opening thanks to Janice and her knowledge and expertise.
- Jenn Kipp
Training Coordinator, NET Credit Union
Transform Your Service Model
If you have a team transformation project on your to-do list, let's talk about how DBSI can help make it happen.