Friday December 27, Toasting the Year s Best In-Store Tips & Trends

Transcription

1 Toasting the Year s Best In-Store Tips & Trends

2 Welcome and Introductions Hosted by FSI s Client Support and Training Team Judy Moreland SVP/Director of Client Support and Training Linda Thompson Client Support and Training Consultant Andrea Ashcraft Client Support and Training Consultant

3 Objectives for Today In-Store Industry Highlights 2013 Grocery Shopping Patterns In-Store Tips and Best Practices of 2013 Creating ACTion Plans for 2014

4 In-Store Banking Highlights

5 2013 6,073 In-Store Branches Statistics Total of 6,073 In-Store Branches Top Three In-Store Providers US Bank 766 In- Store Branches (12.62%) Woodforest Bank 732 Branches (12.06%) Wells Fargo 442 Branches (7.28%)

6 Top Ten Banks In-Store with In-Stores Providers US Bank Woodforest Bank Wells Fargo Royal Bank of Scotland Chase Bank First Convenience Bank TCF SunTrust PNC Guaranty Financial

7 Top Three Credit Unions In-Store with In-Stores Providers America First Credit Union 44 Branches Alaska USA Credit Union 37 Branches BECU (Boeing Employees Credit Union) 27 Branches

8 Top Top Seven Seven Credit Credit Union Unions In-Store with Providers In-Stores America First Federal Credit Union Alaska USA Credit Union BECU (Boeing Employees Credit Union Desert Schools Federal Credit Union First Community Federal Credit Union CommunityAmerica Credit Union Teachers Credit Union

9 2013 Grocery Shopping Trends 2013 Grocery Shopping Trends According to a KSC Kreate Study 1 out of 4 shoppers use their mobile phone to help with shopping 85% of consumers visit an actual store weekly 42% visit more than two times weekly

10 2013 Grocery Shopping Trends cont Grocery Shopping Trends cont. 36% of consumers research grocery purchases online 3 out of 4 consumers make a list 61% of shoppers spend 5 to 20 minutes making their list 76% buy more than what is on list Only 13% are brand loyal

11 Grocery Shopping Shopping Trends Trends cont. cont.

12 Mobile Users Increased in 2013 Mobile Users Increased 162 Million mobile phone internet users 140 Million tablet users

13 Social Media Trends of 2013 Social Media Trends Facebook 1.11 Billion active users Twitter 218 Million active users YouTube Over 1 Billion video views each month Over 6 billion hours of videos viewed LinkedIn 65.6 Million monthly users with Million globally Pinterest Over 70 Million users Google Million monthly active Google+ users Tumblr Million active users Instagram 150 Million active users

14 Top New Year s Resolutions Top New Years Resolutions Drink Less Alcohol Eat Healthy Food Get a Better Education Get Fit/Lose Weight Manage Debt/Save Money Manage Stress Reduce, Reuse, Recycle Volunteer to Help Others Take a Trip Quit Smoking

15 Jim Allen VP of Community Banking, SAFE Credit Union

16 It sounds like what would help is if. We can help. Take the time to learn about what s most important to people tailor the conversation Teacher, volunteer, and benefits provider

17 Desi Williamson America s Willpower Champion

18 I will demand more of myself than anyone else could ever expect. ~Michael Jordan Why keep doing things the same way? Ask, How can we do it better?

19 Meagan Johnson Generational Humorist Learning and fun together Recent college graduate survey 33% value training and development over salary. 98% want to work with a mentor. Ask yourself how your team s behaviors impact: Cost Quality Safety Service

20 Retail Partner Panel

21 Get to know customer/member trends: Tuesday vs. Saturday Show value to the retailer GenY = loyal Aisle Walk/Smile time conversation: Oh, I thought you worked here, respond with I do! Take pride in the partnership

22 Desert Schools Federal Credit Union

23 Focus on what you re doing well Coach your high performers Observation Coaching monthly, service interactions, cross sell conversations Daily Quick Coaches - Job Well Done or Missed Opportunity Weekly, Action Plans, Did Wells and Next Times All About Me Work Program Lunch topics: Trust & Will Preparation, Buying a Home, Building Your Credit Always uncover one more need and offer one more solution

24 Michael Sansolo Retail Food Industry Consultant

25 Would we build it this way if we started all over again? What is preventing improvements? What can we do about it?

26 Melissa Walsh VP, Marketing and Branch Administration, Bridgeway Federal CU My Mom Rocks contest Money machine Popcorn machine Crunched for Time? Salsa Into Savings Moonlight Banking Black Friday Survival Kit Sign wrap ATM Conduct regular Lunch & Learns Retailer Relationship

27 Melissa Walsh VP, Marketing and Branch Administration, Bridgeway Federal CU Walmart Employee Account Package Fliers in grocery bags Branded hot beverage sleeves Balloons Branded grocery list Last Stop marketing message Sponsor a Little League team Business Development Candy Jar Department referrals Street Team

28 Andrea Cotton Service Center Manager, Security Service Federal Credit Union Chamber of Commerce Ribbon Cutting Junior Achievement Financial Literacy Walmart Tour Giving Tree

29 Steve Scanlon Executive Coach

30 By when? What is ONE thing you can do and KEEP doing to move you ahead? Drive by Daniel Pink Mastery Freedom Purpose Life plan 10 year vision? 5 year? 1 year? 6 months?

31 ACTion Planning A C T

32 ACTion Planning A - Adopt C - Continue T Transition

33 ACTion Planning A Apply D Just Do It O Ongoing P Practice T - Tracking

34 ACTion Planning ACTion plan for Aisle Walking Adopt A New Word or Term Smile Time Continue Tracking Transition Transition what you are giving away

35 ACTion Planning ACTion plan for In-Store Branch to Network Adopt Attending FSI s offerings: Live Chats, Webinars, The Annual Conference, The Smart Cart Continue Being our Partners! Transition Come prepared to participate and engage!

36 ACTion Planning A - Adopt C - Continue T Transition

37 FSI s 28 th National In-Store Banking Conference

38 Questions and Answers

39 Today s Presentation will be archived on: The Smart Cart