See What Your Branch Could Become

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Get a free Branch Assessment to uncover opportunities to improve efficiency, reduce footprint, and strengthen the in-person experience.

Branches are one of the largest investments financial institutions make. If the layout, technology, or customer journey is not optimized, it impacts staffing, efficiency, and long-term growth.

Whether you’re working with 500 square feet or 5,000 square feet, our Branch Assessment helps teams understand what is possible before committing to a major project.

What You’ll Discover

Our team reviews your existing space and identifies opportunities to:

  • Improve traffic flow and member experience
  • Reduce unnecessary square footage
  • Modernize technology and service areas
  • Increase the value of your physical presence

What You’ll Receive:

After the assessment, you receive a customized opportunity plan including:

✅  A conceptual floor plan
✅  Recommendations for improving layout and experience
✅  Ideas for reducing footprint and operating costs
✅  Visual inspiration from modern branch environments
✅  A preliminary budget range and project timeline
✅  Presentation-ready materials for leadership discussions

You’ll walk away with a clear, professional concept of how your space could be transformed and an experience can be delivered.

Why We Offer This

Planning a branch project can feel overwhelming. Leaders want to explore possibilities before making a major commitment.

This assessment helps your team:

  • Visualize new ideas
  • Understand realistic costs
  • Build confidence before moving forward

Just another bit that matters when helping our clients plan their branch of the future.

 

Request a Branch Assessment

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Seeing our new headquarters come to life was an incredible experience. It was a complete culture change and a true reflection of our core values. We’re very excited to finally be able to do what we’ve wanted to do for years.
John Freeman
President & CEO
First Oklahoma Federal Credit Union
It's always good when you can partner with a team or vendor and it just clicks. It was a great collaboration — Element really listened, and they were very responsive. I don't think anybody in Mobile is going to have what we have.
Edith Franklin
President & CEO
New Horizons Credit Union
One of the things I realized was that we didn’t want to just do business with someone we wanted to grow with someone, we looked at our organization and found similar core values with The Element Group.
Ismael “Ish” Eustaquio
Senior Vice President Retail Banking Division
Hawaii State Federal Credit Union
I LOVE our new branch! It’s awesome and an experience like no other! Everyone that stops in loves it too!
Corey Dahle
Chief Experience Officer
Idaho Central Credit Union
I think the big takeaway is that the Element team is not just listening to what we're saying. They're hearing what we're saying. There's a big difference.
Aaron Vallely
Executive Vice President Retail & Operations
Hawaii State Federal Credit Union

Not ready to commit to an assessment? If you’re still in the early stages and just want to understand what a branch project might cost, start with our Cost Catalog.

This resource gives you:

  • Real-world benchmarks for 19 projects including new builds and renovations

  • A breakdown of cost drivers (from square footage to finishes)

  • Insights to help you plan smarter budgets and timelines

Design and Cost Catalog

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