DBSI, Inc.

Scope Of Work

Spero Financial, a $525MM credit union based in Greenville, SC has grown to over 150 employees, 10 branches, and just shy of 60,000 members. Key initiatives that have contributed to their outstanding growth include increased brand awareness, migrating branch transactions to self-service channels, shifting from transactional to advisory with Universal Associates, and breaking into new markets with branch experiences that stand out.

What’s been their secret to finding success?

One element is their unique partnership with both DBSI and CFM, two sister companies that combine technology, design, and member experiences together to deliver tangible results.

Spero had long trusted CFM to integrate their technology into their banking core, (things like cash recyclers), so when they discovered that CFM’s sister company DBSI could take their investment to a whole new level through intentional design and staff choreography, Spero knew that had found something special.

After a quick Project Jumpstart, the Spero Financial team flew out to DBSI+CFM’s Ideation Center to find some inspiration and see how the latest trends, technology, and designs working together could drive their transformation. After spending a full day taking in the future of banking, visiting local branch transformation projects, and engaging with a host of banking and design experts, Spero knew they found the answer for their newest branch initiative in Five Forks, South Carolina. From here, the project began and a few months later, the result was an incredible, retail-friendly branch. (Read on for the result in detail!)