Author: Ashley Incardone

Nomadix, the Universal Associate Tablet Interface

Have you heard of Nomadix, the Universal Associate Tablet Interface? You’ve heard the term Universal Associate; or at least some version of it. Whatever you call them, they are cross-trained associates that remove the silos of your in-branch service experience by eliminating the role of teller and banker and combining them into one all-powerful associate. […]

4 Things Financial Institutions Should Leave Behind in 2020

Welcome to 2021 and congratulations on making it through 2020… what a year, right? As we put the past behind us and move onto what’s ahead of us, especially as we look at our business, we are confronted with a question. That question being “What should I bring with me into 2021 and what should […]

Elf on the Shelf: A Virtual Holiday Card from the Holiday Crew

What a weird year it’s been, right? A pandemic, murder hornets, an election, and a whole lot more that is hard to even remember. The way that we do business and the way we operate as humans have changed. But no matter how weird or different the times are, we couldn’t just skip our annual […]

Who’s CFM + DBSI & How Can They Help My Financial Institution?

What do you get when you fuse design, technology, people and process together? An unforgettable client experience every single time someone enters your branch. Can you believe that it has been almost a year since COVID-19 hit? It’s been a crazy year, to say the least! But in this time apart, we’ve been incredibly busy […]

The Recipe For: Microbranches

We have been working very closely with financial institutions for decades, but we’ve never had as many questions about what projects need to be prioritized first. It seems as though COVID-19 has added more initiatives to an already full whiteboard for financial executives than ever before—and a lot of them have short timelines and a […]

The Recipe For: Increasing Sales & Cutting Costs

We have been working very closely with financial institutions for decades, but we’ve never had as many questions about what projects need to be prioritized first. It seems as though COVID-19 has added more initiatives to an already full whiteboard for financial executives than ever before—and a lot of them have short timelines and a […]

The Recipe For: Building a Universal Branch

We have been working very closely with financial institutions for decades, but we’ve never had as many questions about what projects need to be prioritized first. It seems as though COVID-19 has added more initiatives to an already full whiteboard for financial executives than ever before—and a lot of them have short timelines and a […]

5 Ways Financial Institutions are Navigating Through the Pandemic 

We interviewed 300 banking executives to see how their financial institution overcame the obstacles that COVID-19 threw at them. Some survived, some thrived, and sadly, some did not overcome at all. Whatever the outcome, we have all the details on what they did, how they did it, and what they plan to do.  

Constant Client Satisfaction and Delight has Led CFM to the 2020 Inc. 5000

Extra, Extra, read all about it! We are very proud and excited that our sister company, CFM, has done it again and made the Inc. 5000 list for the second time. Working with over 600 financial institutions and the top ten banking cores has led them to this prestigious position.

3 COVID-19 Trends That Are Here to Stay

This may be a once-in-a-century Pandemic but this time we have a million more ways to remember. COVID-19 consumer trends are not going anywhere for a long time, so banks and credit unions need to figure out which trends are here to stay and what the new normal will look like. Here are 3 trends […]

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