Find the Perfect Site!

CUCollaborate is committed to making sure you find the best site possible for your next branch. We know this is a big decision which is why we are dedicated to walking you through the process step by step and committed to full transparency. Contact us today to learn more about our site selection services!

ATM / Branch Network Optimization

We examine your existing credit union branch network to determine how well it serves your customers and what would make it more effective (renovate/relocate/close). In addition, we analyze branch expansion opportunities to identify where additional branches or ATMs are needed, either to fill gaps in the existing footprint or expand to new markets.

Branch Concept Development

We create conceptual renderings of existing or de novo branches. Focusing on layout and traffic flow, we craft a convenient and meaningful experience that enhances the client’s ability to connect, discover, and solve during their way-finding journey. Our high-level credit union site selection implementation plan reshapes human capital components and processes to support the new branch design.

Expansion Analysis

We leverage geospatial tools to gain a deeper understanding of your credit union's network coverage of both existing and expansion markets. We connect demographics, opportunity, and competitive and retail environments to identify intersection-level recommendations for future locations.

Training & Development

We collaborate with your team to develop a comprehensive site selection plan that defines the choreography for key sales and service interactions. We deliver skill and behavioral training to your associates to support the new member / customer experience and branch choreography.

Site Feasibility

We evaluate the viability of a potential branch or ATM location. The site feasibility analysis is supported with a market overview and trade area analysis, connecting demographic data, retail environment, competitive presence, and local real estate development.

Universal Banker Implementation

We assess your current staffing configurations and determine at which branches a universal banker strategy is appropriate. We address changes to human capital elements required to ensure the success of the new concept, including writing job descriptions, recruiting strategies, and onboarding.