Bay Federal Credit Union - In-line Branch
Marina, CA
View Project Digital Signage Solutions for Banks & Credit Unions
Digital signage, from strategy to support.
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What is Digital Signage for Banks and Credit Unions?
Digital signage in a bank or credit union is a connected network of screens that displays graphic and video content to customers and members during their branch journey.
A branch gives your customers and members a physical space to build trust with your institution through face-to-face conversations that can improve their financial well-being. Digital signage can strengthen those interactions by providing information that supports the conversations your staff is having.
A Complete Digital Signage Solution
The Element Group’s turnkey approach to digital signage begins with initial planning by our design team and continues through ongoing support after the grand opening. The result is one program managed by one partner rather than separate pieces handled by different vendors.
Planning and Strategy
Our process starts by listening. What experience do you want to create? These initial conversations shape everything that follows, from where and what screens belong to the type of content.
Technology and Hardware
Our team plans the screen locations, number of media players, content management system, and supporting tech. Because Element isn’t tied to proprietary hardware or software, we recommend solutions that will best achieve your goals.
Installation and Deployment
Whether we’re working in one branch or across your entire network, our team coordinates the installation, connectivity, and testing required to ensure the signage works as expected.
Content Creation and Management
Element’s team can create digital content to meet your marketing goals. Our goal is to create content that’s valuable and connected to the conversations your staff is having within the branch.
Ongoing Management and Support
Digital signage can’t be a burden on your branch staff. Element continues to support the program through content updates, monitoring, troubleshooting, and technical support, so your internal teams are not left managing the system on their own.
Branch Choreography
To ensure digital signage feels like a natural part of the branch experience, it’s important to understand the branch’s choreography and how customers and members move through it.
A screen near the entrance should serve a different purpose than one behind a teller pod. By considering the customer and member journey, Element can determine the right placement and content that will enhance the branch experience.
Exterior and Entry Experience
Exterior and window-facing displays can extend the brand beyond the four walls of the branch, while entry displays can reinforce the brand and introduce information that feels relevant as customers and members begin their visit.
Engagement and Transaction Areas
As people move through the branch, their attention and needs change. Digital signage can make those moments more engaging by introducing useful information, supporting conversations with staff, and giving customers and members more opportunities to understand the products, services, and resources available to them.
Advisory Spaces
In more personal advisory spaces, signage can help staff explain ideas visually to help make financial information easier to understand. The technology becomes part of the experience while the relationship between the employee and the customer or member remains at the center.
Interactive Experiences
Placed intentionally within the branch journey, touchscreens can allow people to explore products, services, financial education, or other resources at their own pace while creating natural opportunities for that interaction to lead into a conversation with staff.
Digital Signage Content Strategy and Creation
Effective digital signage starts with understanding what will matter to the customer or member in that moment. Element uses the branch journey to guide the content, so each message has a clear purpose within the experience.
Our team then creates content that supports your institution’s brand and feels natural within the branch. Rather than copying and pasting content from another channel, we believe content should be designed for how people will encounter and engage with it on screen.
Content Built for the Branch
Digital signage content may have only a few seconds to engage a customer or member. The on-screen visuals must be clear and designed around how people will encounter them in the branch.
- Relevant Content Across the Network
- Content That Stays Current
- Content Management, Scheduling, and Automation
- Centralized Content Management
- Scheduling and Dayparting
- Localized Content
- Automated Content and Data Feeds
Secure, Reliable Digital Signage for Financial Institutions
Financial institutions require more security and controls compared to most retail settings. Our team plans digital signage systems with those needs in mind while maintaining reliable uptime and reducing unnecessary work for your teams.
Connectivity Without Complicating the Bank Network
Element’s digital signage system runs over a dedicated cellular network instead of your internal network. This keeps the signage environment separate from core banking systems and reduces the need for changes to your existing infrastructure.
Remote Monitoring and Ongoing Technical Support
Remote monitoring gives Element visibility into the network so problems can be addressed before your branch staff has to report them. Our technical support team’s help desk ensures seven-day-a-week support for branch staff.
How to Plan Digital Signage for a Bank or Credit Union
Our planning process starts with understanding the experience you want to create inside the branch. That experience then guides our decisions about where screens belong and what customers or members should see on them.
Element’s turnkey process ensures each screen plays a part within the customer or member experience.
1. Audience
Someone entering the branch may need a different message than someone preparing to meet with an advisor. Understanding the audience helps us determine what information belongs in that moment.
2. Location
We look at the branch’s choreography before determining where digital signage belongs. The placement should give the screen a clear role within the experience.
3. Dwell Time
We consider how long someone is likely to spend near a screen because that changes how much information can be conveyed. An entry display may only have a few seconds to make an impression, while a screen near a waiting area has more time to communicate its message.
4. Mindset
A customer sitting down to discuss a financial need is in a different mindset than someone who just walked through the door. We use that context to make the content more relevant to the interaction taking place.
5. Message
We use the purpose of the screen to determine what the content needs to communicate. Giving each screen a clear purpose keeps the message focused.
6. Desired Action
We also consider what we want the customer or member to do or understand after seeing the content. The desired outcome may be a better understanding of a financial topic or a reason to start a conversation with an employee.
7. Frequency
A key benefit of digital signage is its ability to keep the branch experience changing over time. We plan content around how often customers and members return to the branch so screens remain engaging rather than fading into the background.
8. Reporting and Analysis
Each digital signage campaign creates data that shows how the screens are performing. That data needs to be reviewed and turned into action so the next campaign can be stronger.
Element uses monthly reporting and analysis to understand what is working and where changes should be made. Over time, those findings create a cycle of continuous improvement that helps the digital signage program become more effective with each campaign.
Frequently Asked Questions About Bank and Credit Union Digital Signage
How is digital signage used in bank and credit union branches?
Banks and credit unions use digital signage to engage customers and members during their branch visit. The content can support staff conversations and help people better understand what the institution has available to them. It can also give the branch another way to reflect its brand and community.
Where should digital signage be placed in a bank or credit union?
Placement should follow the customer or member journey through the branch. The purpose of the screen should change based on where it appears and what is happening around it. Institutions should use a branch’s choreography to determine where digital signage can contribute to the experience rather than simply filling available wall space.
What equipment is needed for a digital signage system?
A digital signage system requires commercial-grade screen technology along with the software needed to manage the content. The specific setup depends on how the institution plans to use digital signage and how the system will operate across the branch network.
What is a digital signage content management system?
A digital signage content management system, commonly called a CMS, is the software used to control what appears on the screens. A centralized CMS allows a financial institution to manage its branch network from one platform. Content can be updated without someone having to make changes at each individual location.
Can different branches display different content?
Yes. A centralized system can maintain the institution’s brand while still giving individual branches room to use locally relevant content. This is especially useful for community banks and credit unions because the people served by one branch may have different interests than those in another market.
How often should digital signage content be updated?
Content should change often enough that repeat visitors continue to notice it. The right schedule depends on how frequently customers and members visit the branch and how quickly the message becomes outdated.
Can digital signage display live or automated content?
Yes. Digital signage can pull information from approved sources and update the screen automatically. This can be useful for information that changes frequently because the institution does not have to rely on someone to make every update manually.
Is digital signage secure for banks and credit unions?
Digital signage can be designed around the technology requirements of a financial institution. Element can use dedicated connectivity when appropriate so the signage system does not need to operate through the institution’s internal network. This also allows the system to be monitored remotely.
What does digital signage cost for a bank or credit union?
The cost depends on the size and scope of the program. A single-branch installation will have different requirements than a system designed for an entire network. Element starts by understanding what the institution wants digital signage to accomplish. From there, the technology and ongoing program can be planned around the investment needed to support that experience.