Building the Business Case to Support Your Branch

A new branch presents an opportunity to grow your credit union or community bank, but this doesn’t happen by default. It’s critical to build a business and marketing case that includes a strategy to promote both your branch and your brand to your target audience and to define metrics that clearly set your goals and measure success.

Accelerating digital transformation and changing consumer preference due to COVID-19 add an extra layer of difficulty to this task.

Watch our discussion with the EmpowerFi team to learn more about what this business case looks like and how you can can build a branching strategy to drive growth in your own organization.


To learn more about planning a new branch project, check out our Branch Transformation Planning Kit including strategy and requirement worksheets and even an RFP guide with template!


  • Branch Transformation Activity Sheets [PDF]
  • Selecting the Best Partner for a Credit Union Facilities Project [PDF]
  • RFP Template [Word Document]
  • Weighted Proposal Scorecard [Excel Spreadsheet]

Planning Kit [zip]


And if you’re ready to take the next step, start a conversation with us today!

Tell Us About Your Project

Build Stronger Connections Contact Us