Retail Banking

/Retail Banking
Retail Banking 2017-08-29T04:12:33+00:00

CAST’s Retail Banking practice specializes in physical and digital delivery model optimization. We follow a client-centric, highly collaborative approach that combines our deep banking experience, robust industry knowledge and proprietary data-driven methodology. This results in a fact-based foundation for making high quality decision and an optimal environment for success.

 

Service Offerings

Retail Banking Clients

We have been fortunate enough to work with many wonderful clients over the 30+ years CAST has been in existinence. Here are some retail banking clients we’ve worked with in the past.

Retail Banking Case Studies

Retail Banking Case Study #1

Branch Workflow Efficiencies
A $22 billion asset financial institution that provides retail and commercial banking through its 340 branches hypothesized that the branch channel had capacity constraints resulting from time consuming, relatively low valued, non customer facing activities, that prohibited employees from investing the desired amount of time in delivering…

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Retail Banking Case Study #2

Branch Activity Time Standards
A $350 billion asset financial institution that provides retail and commercial banking through its 1,000 branches needed to credibly implement an activity-based costing program to charge back the costs incurred by the branches to service the customers of the various lines of business as well as refresh times standards for staffing and scheduling…

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Retail Banking Case Study #3

Branch Network Distribution & Design
Executive management of an $85 billion asset financial institution sponsored an initiative to critically assess the variability in regional branch distribution design and delivery. The bank was seeking an independent perspective on cost effective industry best practices specific to geographical placement of physical distribution points and the design formats, features and functions…

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Retail Banking Case Study #4

Physical & Digital Network Evolution Strategy
The management committee of a $6 billion asset financial institution committee wanted to leverage the banks strong brand image and community orientation by developing a multi-year strategy and roadmap for evolving both physical and digital network delivery. The bank was seeking a thought leading partner to overcome obstacles, particularly with third party technology providers…

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Retail Banking Case Study #5

Multi-Channel Adoption and Usage
Management of a $94 billion asset financial institution was concerned with the relatively low multi-channel adoption and sustained usage rates. The bank needed to identify opportunities to appropriately migrate activities to lower cost delivery channels without negatively affecting customer experiences and diminishing sales and service opportunities…

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Retail Banking Case Study #6

Branch Salesforce Effectiveness
Sales leadership of a $46 billion-asset financial institution that provides consumer, private banking, wealth and investment management, commercial and business banking needed to measurably improve the effectiveness of the branch relationship selling model including all tools, fulfillment devices and front-line coaching process including identification…

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