Before opening a cafe, the bank sends taste testers to the city to pick local snacks. People are encouraged to wander in, buy a latte, relax and meet with a complimentary “money coach” to develop a financial plan. They aren’t bankers and aren’t supposed to push specific products.

“They’re going to welcome you to sit down on the sofa, you’re going to have a cup of coffee,” said Lia Dean, the bank’s head of marketing and retail. “You can share an iPad together and just have an experience that feels more comfortable, more modern and takes the stress out.’’


This article provided by Bloomberg News.

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