DBSI helps financial institutions supercharge advisory conversations and warm leads with two new innovations

CHANDLER, AZ (October 11, 2018) — DBSI, a banking transformation expert in design-build, technology, and digital signage, today announced the release of two new digital applications called Financial HealthCheck (FHC) and Service Sidekick. Created exclusively to help banks and credit unions better connect with consumers through personalized, data-driven insights, these innovations are game-changers in bringing leads and advisory conversations back to the branch.

“Talking about money is often taboo, and that can make initiating product conversations with clients awkward. At the same time, declining transactions are forcing banks and credit unions to rethink how they engage with clients and ways they can remain relevant,” said John W. Smith, DBSI CEO.

“We’re excited to help solve both of these challenges by educating consumers on where they stand financially and how they can improve, while at the same time empowering staff with lead information to better align products back to clients’ specific goals, interests, and aspirations. It’s a win-win!”

In less time than it takes to post your latest meal to Instagram, FHC is an online tool that helps anyone self-assess key financial indicators in just 90 seconds, generating an instant report that includes an overall financial assessment, valuable tips aligned to their goals, where they stand in comparison to their peers, and suggested recommendations to improve their financial health. People then have the option to receive this report by email or take it one step further to review their results with a banking staff member.

From these requests, financial institutions receive real-time lead alerts, along with the financial profiles of the individuals who completed the report. With this information in hand, staff members have eliminated the guesswork around client needs and can effortlessly begin relevant, advisory conversations.

Service Sidekick, the second innovation released, is designed to take anonymous activity and turn it into actionable interest by enhancing interactive digital signage screens with real-time alerts and analytics. Now, the moment a client interacts with product or service content on a screen, staff receives a notification to their wearable device (ie: smartwatch, tablet, or PC), alerting them on what is viewed. Once a staff member accepts the interaction, they can engage clients with a conversation personalized to the products and services they are interested in.

Adds Smith, “Stronger relationships with clients, more advisory conversations, and positive impact to overall sales and number of products per household validates our strategic intent and approach to both applications,” added Smith. “We’re excited to bring these innovations to the market.”

About DBSI

DBSI helps banks and credit unions create highly efficient, profitable branch and headquarters spaces with a uniquely smarter experience. Founded in 1998, DBSI celebrated its 20-year anniversary in 2018. Along the way of helping more than 950+ financial institutions, DBSI has received numerous awards, including being named one of Inc. 5000's fastest-growing companies, Top Design Firm, Most Admired, and Most Innovative. DBSI is headquartered in Chandler, Arizona, and provides comprehensive banking transformation services such as design-build, technology, digital signage, and facilities maintenance to solve some of banking's biggest challenges. For more information, please visit


John W. Smith

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