Leveraging Data-Driven Analytics for Branch Network Goal-Setting

Setting goals across a branch network in a financial services organization can be a challenge. Historically, banks have taken various approaches to setting performance targets for branches, each of which has some shortcomings. Data-driven analytics opens the door to overcome those deficiencies with a new approach called “opportunity-based goal setting.” Almost everyone is familiar with […]

4 Goal Setting Methods to Identify Untapped Opportunities

If you operate a financial services organization, you want your individual branches to perform at their best. Historically, banks and credit unions have used a variety of methods to determine performance targets for each branch location. Each of those goal setting methods have some advantage but they lack providing a complete picture of opportunity. By […]