Core Philosophy of LEVEL 5

Over the last 15 years we have partnered with hundreds of banks and credit unions to help them grow and improve performance. Our company is built on a continuum of five levels of service that exist in every financial facility project (Strategic Consulting, Real Estate, Design, Construction and Branding).  The power of LEVEL5 is the integration of these services into one deliverable that eliminates information gaps and delivers projects…faster with the greatest return on investment..

Our complete design-build solution is broken down into two buckets: Site Selection and Design-Build to ensure the business case for a facility is quantified and implemented.

Site Selection: Consulting and Real Estate

Our site selection team establishes the business case for expansion by quantifying the loans and deposit opportunities in new markets and starts taking action. Our consultants analyze market demographics, competitive forces and customer segmentation to paint a clear picture of the local demand for loans and deposits as well as how the bank or credit union will connect with this opportunity in their physical environments.

Historically our projections for growth are over 92% accurate, producing $35 million in deposits per project.

Our real estate team works with our consultants to identify and procure property. A sound strategy is only good if it is implemented. Our site selection team brings plans to life by securing actionable sites on behalf of our clients. Our proprietary process routinely procures sites, facilities and leases that others cannot.

With a clear picture of the business case established through market analysis. And the where locked in by our real estate team. Then our design-build team has a solid footing on the kind of facility and the budget that makes the business work.

Design-Build: Design and Construction

Our design-build team uses the information in the market analysis to inform the design in regards to function, experience and technology. The team works to establish a facility design that maximizes efficiency, makes the clients stand out in a crowd, and adheres to the business case. Architecture establishes the physical identity of the bank or credit union to its community and to its customers. Branding moves people into action, educates and clearly communicates the company’s value proposition. And, technology serves to accelerate the business of today’s branch or main office.

At LEVEL5 we don’t want to just build you a great building (though that is the testimony of our clients), we want to partner with you to make sure your strategy comes to life. Therefore, with the design complete, our construction team builds facilities that adhere to time, budget and quality.

The lasting impressions of LEVEL5 are the facilities we implement, but there is always so much more to the story.

Our mission is to help you tell your story…well.

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