Branch Channel

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Despite an increase in customer transactions conducted online, the importance of the branch channel continues to grow. As one of the only direct links with customers, branch employees continue to serve as the face of the company. Yet balancing regulatory compliance, variable employee skills, and profitability pressures, have historically limited the branch's ability to improve the customer experience.

Common Branch Operations Performance Management Challenges:

• Disparate data sources including multiple legacy systems and spreadsheets
• Meeting changing regulatory compliance requirements and mitigating risk
• Transitioning from a transactional environment to a blended service and sales culture
• Developing accurate peer team and branch comparisons despite product set and market variations

Merced Systems helps overcome the challenges branch operations face by enabling organizations to deliver timely, accurate performance data to every employee — from the teller to executive management. Merced Performance Suite also automates employee development activities and regulatory compliance tracking, reducing employee variability and improving overall customer experience.