Banking Strategy Template

Create a winning banking strategy with our easy-to-use template. Take the guesswork out of achieving your goals!
Or import into an existing account
Banking Strategy Template

What is a Banking Strategy?

A banking strategy is a plan that outlines the objectives and goals of a banking institution, and the strategies and tactics required to achieve them. Banking strategies can vary and cover a variety of areas, including customer service, digital banking, brand awareness, and more. A successful banking strategy should have measurable objectives and actionable plans that will help to achieve those objectives.

What's included in this Banking Strategy template?


  • 3 focus areas
  • 6 objectives
  • 6 projects
  • 6 KPIs

Each focus area has its own objectives, projects, and KPIs to ensure that the strategy is comprehensive and effective.


Who is the Banking Strategy template for?

This banking strategy template is designed for banking professionals and teams who want to create strategies to optimize the performance of their banking services. It provides a structured approach to plan out the objectives, actions, and KPIs associated with the banking strategies. It will help you to easily track the progress of your strategy and ensure that your objectives are met.

1. Define clear examples of your focus areas

The first step in creating a banking strategy is to define the focus areas. Focus areas are the main areas of focus that you want to address with your banking strategy. Examples of focus areas may include streamlining banking processes, improving digital banking, or increasing brand awareness.

2. Think about the objectives that could fall under that focus area

Once you have identified the focus areas, you should then think about the objectives you want to achieve under each focus area. Objectives should be clear and measurable, to ensure that you are able to track progress and measure success.

Examples of some objectives for the focus area of Streamline Banking Processes could be: Reduce wait time, and Increase customer satisfaction.

3. Set measurable targets (KPIs) to tackle the objective

Once you have identified your objectives, you should then set measurable targets, or Key Performance Indicators (KPIs). KPIs are measurable targets that will help you track progress towards achieving the objectives. KPIs should be specific and measurable, and include an initial baseline and a target.

An example of a KPI for the focus area of Streamline Banking Processes could be: Decrease avg customer wait time from 30 minutes to 10 minutes.

4. Implement related projects to achieve the KPIs

Once you have set your KPIs, you should then implement related projects to help you achieve them. Projects are the actionable plans that will help you to reach your objectives. Projects should be specific and actionable, and should be tailored to the focus area and objectives.

An example of a project related to Streamline Banking Processes could be: Automate customer service tasks.

5. Utilize Cascade Strategy Execution Platform to see faster results from your strategy

Cascade Strategy Execution Platform is designed to help banking professionals and teams easily create and manage their banking strategies. This platform provides a structured approach to defining objectives, setting KPIs, and implementing projects. It also allows for the tracking of progress and ensures that the objectives are met.

Getting started with your
Banking Strategy Template
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Or import into an existing account