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.

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Telephone Conference Presentation
On Tuesday, August 26, 2008
At 2:30 Eastern/11:30 Pacific

Presentation by
Vanessa Mambrino
Senior Associate
Capital Performance Group
vmambrino@capitalperform.com 

Gary D. Stein
Partner
Capital Performance Group
gstein@capitalperform.com
 
 
 

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.

Georgetown University’s Edmund A. Walsh School of Foreign Service, 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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