Spring/Summer Workshops
Structure Beats Slogans
BrandThnk Spring/Summer Workshops
The Challenge
Most transformation efforts sound great on paper—and stall at the frontline.
We expect branch staff to drive adoption, deliver better experiences, and carry the change… without changing the structure behind them.
BrandThnk's FMB Model™ (Frontline–Midline–Backline) gives financial institutions a smarter, more human way to activate transformation—one that aligns messaging, training, and technology around how real progress happens.
This isn't a motivational speech. It's a working session to get teams aligned and equipped.
Who This Workshop Is For
Digital Transformation Challenges
A digital transformation that's stuck between systems and silos
CX Integration Issues
CX work that feels like marketing-only territory
Journey Map Implementation
Journey maps that haven't changed actual operations
Frontline Burnout
Burned-out branch teams expected to "do it all"
What You'll Walk Away With
FMB Structure Understanding
A shared understanding of the FMB structure and why it works
Pilot-Ready Journey Playbook
A pilot-ready journey playbook for a high-impact persona (like Sarah or Brendan)
Conversation Guidance
Conversation prompts and routing guidance that bring "aspirations-first" to life
Customized FMB Toolkit
A customized FMB Toolkit with intake scripts, follow-up templates, and internal handoff aids
How It Works
Option 1: Full-Day, In-Person Workshop
Live facilitation with your cross-functional team.
  • Journey & persona selection exercise
  • Role-mapping using the FMB model
  • Hands-on pilot design
  • Real-time alignment across CX, retail, ops, and digital
  • Toolkit included
Investment: $7,500 + travel
Virtual Workshop Option
Option 2: Half-Day Virtual Workshop
Ideal for distributed teams or fast-start pilots.
  • Pre-workshop discovery
  • Virtual facilitation with breakout collaboration
  • Focused session on FMB application and pilot kickoff
  • Toolkit included
Investment: $5,000 flat
Executive Briefing
Option 3: Executive Briefing
A 90-minute conversation to get senior leaders aligned.
  • Introduction to the FMB model
  • Case examples from peer institutions
  • Readiness assessment + pilot planning prompts
Investment: $2,500 flat (virtual or in-person)
Who Should Be in the Room
CX and Marketing Leaders
Branch & Retail Team Leads
Digital, Channel, and Product Owners
Contact Center, Operations, and Compliance Stakeholders
Transformation Sponsors and Executive Team Members
What Makes This Different
  • We won't drop in a slide deck and leave
  • We'll help you build something that sticks
  • And we'll leave you with tools your teams can actually use the next day
Deliverables
FMB Journey Mapping
Comprehensive mapping of the FMB model to your current customer journeys, identifying key touchpoints and opportunities for optimization
Persona Playbooks
Detailed, actionable playbooks customized for each key persona, with step-by-step guidance for customer interactions
Conversation Tools
Ready-to-use conversation starters, question frameworks, and routing scripts that support the aspirations-first approach
Pilot Planning
Complete pilot rollout planning guide with timeline, resource requirements, and success metrics to ensure effective implementation
Implementation Resources
Comprehensive toolkit containing coaching guides, internal handoff protocols, and measurement frameworks to sustain long-term adoption
Make Progress Real
This is how transformation gets traction.
It starts with putting the right work on the right kind of team.
​Schedule time to start the conversation.