Download this free guide and discover:
• The who, what, why, how and everything else about universal associates
• What a successful UA model looks like, including real-life examples
• The key ingredients needed to adopt the model in your branch
• And what unicorns and universal associates have in common
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.