The Universal Associate Resource LIbrary

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 make the switch to advisory banking, ensuring a better experience for the client and a more profitable interaction by the associate. Except there's one problem: adopting this model is challenging. It requires attention to detail, capable technology, open and flexible design builds, proper training, and so much more. To help make this process simpler, we've gathered all the info you'll need, and gathered it into this one downloadable package.

What's included in this kit?