How Bayer Heritage FCU Reinvented Their Branch Network

by Nina Penson

As featured in the Future Branches Virtual Event session. Missed the session? Need to see it again? Watch Tim and Jaime’s video here:

A Case Study In Growth

Is your financial institution looking for ways to grow organically? Or perhaps you're trying to grow wallet share within your existing base? This is no easy feat, but if done right can have tremendous payback.

If you missed the Future Branches virtual event on March 30th 2021, our segment on How Bayer Heritage Federal Credit Union Reinvented Their Branch Network featured Tim Klatt, La Macchia Group’s Director of Retail Strategies & Head of Vivalociti, and Jaime Hissam, Vice President of Operations of Bayer Heritage Federal Credit Union.

In this segment, they unpack three core concepts and how Bayer Heritage FCU applied each:

  1. Knowing your markets by leveraging data you likely have
  2. Creating an experience
  3. Bringing your team along for the ride (get the buy-in you need!)

These concepts are critical to adopt in order to understand and engage consumers, and to keep up with the rapid evolution of the financial services industry.

As growth becomes increasingly challenging to find and new players continue to move in, keeping a pulse on new opportunities even if it means capitalizing on ways to grow in existing markets will become key.

Something Powerful

Tell The Reader More

The headline and subheader tells us what you're offering, and the form header closes the deal. Over here you can explain why your offer is so great it's worth filling out a form for.

Remember:

  • Bullets are great
  • For spelling out benefits and
  • Turning visitors into leads.

“When I think back on the partnership we’ve established with Landmark, seeing the evolution of the branch to better serve their members has done incredibly well for them. From 2008 to now, the branch has evolved, but Landmark’s commitment to their members and La Macchia’s commitment to Landmark has not changed.”

Something Powerful

Tell The Reader More

The headline and subheader tells us what you're offering, and the form header closes the deal. Over here you can explain why your offer is so great it's worth filling out a form for.

Remember:

  • Bullets are great
  • For spelling out benefits and
  • Turning visitors into leads.