Six Steps for Branch Transformation

A Practical Playbook for Financial Brands

Six Steps for Branch Transformation Playbook

Once dismissed as an ineffective relic of the past, bank branches are in the midst of a revival, and consumer demand has never been higher

As branches reclaim their role as connection hubs, transformation is no longer an optional “nice to have” but an essential element of brand differentiation. Yet many branch environments remain rooted in outdated designs that prioritize process over people, falling far short of today’s demands for a modernized and personalized banking experience.

Download Six Steps for Branch Transformation

This actionable guide delivers a step-by-step approach to modernizing bank and credit union branches, fostering meaningful customer engagement, and driving performance across your retail network.

Download this playbook to:

  • Recognize when it’s time for change – Spot the six key triggers that signal branch transformation is needed now
  • Define your branch purpose – Build a North Star experience that fuses human engagement and tech-forward service
  • Design for better experiences – Use space smarter with flexible zones that foster conversation, consultation, and connection
  • Optimize your branch network – Tier your branches with a hub-and-spoke model that boosts ROI and operational efficiency
  • Deliver ROI and measure what matters – Track KPIs that tie transformation to customer satisfaction, institutional growth, and strategic outcomes
Top six triggers for bank branch transformation

To help financial institutions build branches that deliver both efficiency for the bank and improved experience for the customer, Adrenaline developed “Six Steps for Branch Transformation: A Practical Playbook for Financial Brands.” Full of real-world insights and a tested framework for change, this guide provides a blueprint for bank branch transformation – to create a branch network that’s more efficient and more impactful, because it’s more human.

How to know if it is time to update your credit union or bank branches

Download the playbook and strengthen your financial institution’s strategies for branch change.


Adrenaline is an end-to-end brand experience company serving the financial industry. We move brands and businesses ahead by delivering on every aspect of their experience across digital and physical channels, from strategy through implementation. Our multi-disciplinary team works with leadership to advise on purpose, position, culture, and retail growth strategies. We create brands people love and engage audiences from employees to customers with story-led design and insights-driven marketing; and we design and build transformative brand experiences across branch networks, leading the construction and implementation of physical spaces that drive business advantage and make the brand experience real.

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