Research Report

Using Branch Workforce Management to Drive Sales

Long-time branch banking expert Jackie Hudson shared with BAI four sales-driven workforce management strategies that can help financial institutions achieve their branch sales targets:

  1. Create a true sales capacity plan versus relying solely on historical staffing.
  2. Align incremental sales behaviors to market opportunity.
  3. Schedule sales activities to ensure proper preparation and sales execution.
  4. Capitalize on the power of appointment booking.

Read the article, part of BAI’s Banking Strategies March 2025 Executive Report, to learn about some surprising benchmarks and how workforce management best practices can help you increase sales, improve productivity, and enhance the branch customer experience.

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