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Session Description:
Despite
the increasing popularity of online
channels and electronic payment
technologies, the branch remains most
banks’ primary acquisition, customer
service, sales, and marketing channel.
It is no surprise, then, that de novo
branch expansion continues to accelerate
across the country. Effective placement
of branches can help drive deposit
growth and revenue generation, build
more effective customer sales and
service teams, and reinforce an
institution’s value proposition in the
right ways to the right people. Too
often, however, placement decisions are
driven by intuition and a broad sense of
where growth is occurring, rather than
on concrete, ground-level information on
where the real opportunities are based
on the strategy of an organization.
This discussion will present and explain
analysis frameworks, methodologies,
metrics, and implementation
considerations for making fact-based
branch placement and network management
decisions. Topics will include:
-
Recent branch growth in the U.S. –
where, and why
-
Prioritizing markets for expansion
-
Evaluating and confirming specific
branch sites
-
Allocating branch resources
-
Additional considerations for
achieving branch channel success
This
program is appropriate for senior
financial executives with responsibility
for Strategy, Channel Management,
Distribution Management, Network
Management, Sales
Effectiveness and Market Research.
About Vanessa Mambrino:
Vanessa Mambrino is a Senior
Associate with Capital Performance
Group. Since joining CPG in 2004,
Vanessa has both supported and led a
variety of research and analysis efforts
on topics including financial services
channel usage, customer retention
strategies, customer segmentation and
market analysis for delivery system
expansion, trends in community
development lending, and relevant
developments in financial services
legislation and regulation.
Prior to joining CPG, Vanessa interned
as a research assistant at the
Foundation on Economic Trends. Since
2005, she has authored the ABA Banking
Journal’s annual “Top Performers”
analysis, a ranking of banks and thrifts
based on prior year performance.
Vanessa attended Georgetown University’s
Edmund A. Walsh School of Foreign
Service, and earned a B.S.F.S. (cum
laude) in International Economics with a
concentration in Finance and Commerce.
About Gary Stein:
Gary Stein, Partner, specializes in
delivery system analysis and design;
market opportunity analysis and
planning; consumer and small business
product development; reengineering
sales, service, marketing, and
underwriting processes; financial
analysis and business case development;
and the design and development of
advanced analytic tools and models.
Prior to joining Capital Performance
Group, Gary was a Principal with Furash
& Company where he managed the firm’s
Retail Distribution practice area.
Previously, Gary was an Assistant Vice
President at Signet Bank in Richmond,
Virginia and a management consultant
with both Coopers & Lybrand LLP and
Andersen Consulting.
Gary graduated cum laude from Virginia
Tech with a B.S. in Industrial
Engineering and Operations Research. He
earned his MBA from The Wharton School
at the University of Pennsylvania with
concentrations in Finance and Strategic
Management.
About Capital Performance
Group:
Capital Performance Group, LLC (CPG)
is a management consulting firm
headquartered in Washington, DC. CPG
provides advisory, planning, analytic,
and project management services
exclusively to the financial services
industry. CPG clients include banks,
thrifts, credit card companies,
investment management firms, vendors to
the industry, and government agencies
involved in retail and small business
banking, commercial banking, treasury
management, wealth management, credit
and debit cards, direct consumer
lending, and risk management and
finance. CPG staff members have deep
experience working with financial
service companies across the country as
strategists, marketers, and operational
managers and understand how to help
clients meet their business and
financial objectives.
www.capitalperform.com
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