Bancography Plan – Branch Expansion Strategy

Recent Enhancements

Bancography Plan is a branch planning and market analysis software tool that assists with branch location strategy, branch strategic planning, and branch expansion strategy for banks and credit unions. Bancography regularly releases enhancements to Bancography Plan. Recent features include the following:

Closure Analysis
Project the potential impact ‒ in terms of account and balance runoff ‒ of possible branch closures.  The analysis forecasts the likelihood of retaining versus losing accounts as a function of each account’s distance to the institution’s nearest surviving branch, and of the population density in that branch’s trade area. 

Merger Analysis
Bancography Plan allows financial institutions to evaluate potential merger candidates, recommending which branches to keep or close and the corresponding financial implications for those decisions.

Credit Unions
Add your deposit history at the branch level and view institution-level data.

County-Level Demographics
Use demographics at the county level to compare a new branch site’s demographics in relation to county averages/medians.

Segment Scalars
As you examine potential new branch sites, you may adjust the financial projections to better reflect your institution’s target consumer segments. You may decrement the base demand for the following consumer segments: Entry, Mass, Seniors, Affluent and Upper Affluent. For example: setting the attainable target of upper-affluent segment to 50% of base level for other segments, if your institution does not offer in house wealth management services.

Business Lists
Request a business list and pricing quote for any trade area, as a potential source of data to support your branch business-banking marketing and sales efforts.

Download overview of Bancography Plan merger analysis tool here.

Interested in learning more about these features? Contact us for an overview of Bancography Plan today.