Case Studies Financial Services

He can’t say when it’ll be a full return to Heritage Bank’s new Southern Operations Center in Tacoma, Washington, but it should be a simple transition. Social distancing will be made easy at the 80,000-square-foot former medical facility that Heritage purchased in July 2019, Mat Bergman explains, though at the time nobody could have anticipated […]

Though Jamie Collum and Andrew Cartwright knew they’d make a great team, they really didn’t imagine it would be this good. At Toronto-based FCA Insurance Brokers, the duo helps contractors across Canada get insurance and surety bonds as the industry rebounds from COVID-19-related setbacks. The tag-team approach began in August 2020, when Cartwright joined FCA […]

There was no crystal ball predicting Margana Suendermann Nord would be helping design and build the workplaces of tomorrow for Carta. But then, what crystal ball predicted on-site workplaces would become endangered because of a global pandemic, the likes of which had not been seen in a century? As head of real estate and workplace […]

Always plan for disaster. So emphasizes David Thibodeaux, who’s been proactive on that front in his two decades overseeing facilities and security operations at multiple national companies that operate internationally. But until this year, the preemptive concerns were mostly about fires, wiring, floods, burst pipes, malfunctioning elevators, internal and external theft, asset management, project management, […]

It may not be a traditional banking space, but Josh Meyer of Bremer Bank says the tried-and-true approach needs to give way to something better. The new Bremer location accomplishes just that, opening in the Holiday Center in Duluth, Minnesota, in July 2020. Instead of the typical customer service windows, enclosed offices with paneled doors […]

When we last spoke with Jon Fahning and Minnesota-based Bremer Bank in July 2019, the 77-year-old financial institution was working to launch new branches in locations throughout the upper Midwest. As with any construction project, having the right architectural plans was critical. But there was another document that proved equally indispensable: Bremer’s 100-plus-pages design playbook […]

Jeff Kagey’s path through the past, present and future of banking has been unorthodox. He began as a teller more than 30 years ago, but found his niche not behind a counter, but by helping design them—and the rest of a bank, too. Now the vice president of corporate real estate and facilities for LegacyTexas, […]