The Honest Consultants Solutions
This is the dedicated page for new solutions we are building for financial services firms. First solution we built is BranchOps 360 is an industry-tailored solution built on monday.com, crafted to help banks, credit unions, and financial institutions modernize their physical branch operations
BranchOps 360
✅ Streamline and automate every branch operation — from staff scheduling to compliance management — all on a flexible, no-code monday.com platform.
✅ Gain real-time visibility into branch performance with pre-built dashboards tracking cash management, staff productivity, customer service quality, and operational KPIs.
✅ Ensure regulatory readiness and reduce risk with automated audit preparation workflows, compliance task tracking, and incident reporting.
✅ Accelerate digital adoption across branches with easy Excel/CSV-based integration to your core banking and CRM systems — no heavy IT lift required.
✅ Enhance member satisfaction and loyalty through proactive service workflows, complaint management, and personalized member engagement campaigns.
✅ Scale effortlessly from single-branch to multi-branch operations — minimize operational costs, improve efficiency, and future-proof your branch network.