Author: Jacqueline Janes

The Complete Guide to Universal Associates (Part 2) – Setting Your Branches Up for Success with the Right Design and Technology

In part 1 of our Complete Guide to Universal Associates, we explained that the Universal staffing model is not just a passing fad, it’s a repeatable model for success that offers a ton of amazing benefits—it shifts the focus from transactions to interactions, allows your staff to do more with less, and increases your cross-sell ratio while improving the client experience…

The Complete Guide to Universal Associates (Part 1) – What’s A Universal Associate?

More and more Financial Institutions are pivoting toward the Universal Associate model to evolve their branch experience and better connect with clients. In hundreds of branches across the country, this new approach to servicing clients has created a repeatable path to success by decreasing costs, increasing staff flexibility and supercharging client engagement…

We’re Revealing the Secrets of Universal Associates at SymEast

Think implementing Universal Associates is too complicated for your financial institution? Think again.

CFM has the case studies, technology, and branch designs to prove it—and we’re sharing it all in our fast paced session at the 2017 SymEast Conference! We’re headed to Louisville, KY from April 17th to the 19th to reveal the secrets of Universal Associates…

Data Driven: CFM Named Top Banking Analytics Solution by Banking CIO Magazine

CFM is very proud to announce that we’ve been recognized as a 2017 Top 10 Banking Analytics Solution Provider by Banking CIO Outlook!

Awarded alongside other top Financial Institution providers like Tableau, FICO, Q2eBanking, and Jack Henry and Associates, CFM was singled out for our Cloud iQ analytics tool, a complete reporting and analytics suite that gives FIs true visibility into their cash recyclers and dispensers…

Come See Us at The 2017 SMUG + SSCUG Annual Conference

Spring is just around the corner, and that means it’s time for CFM to hit the road! On March 21st-23rd, we’ll be exhibiting and speaking at the 2017 SMUG+SSCUG Combo Conference in beautiful Milwaukee, WI.

If you’re attending, please stop by our booth to learn more about our transformation ecosystem—a core-integrated technology suite that positively redefines the branch. And be sure to save yourself a seat for CFM’s session, Behind The Curtain: Everything You Ever Wanted to Know About Universal Associates…

Join us at the XP2, Galaxy and CUnify Conference!

Headed to the XP2, Galaxy and CUnify Conference in Las Vegas on March 13th-15th?

CFM will be there as a XP2 and CUnify Alliance Partner, and we’re inviting you to stop by our booth to learn about our transformation ecosystem—a core-integrated technology suite that positively redefines banking…

XP2 Client? This is The Integration You’ve Been Looking For!

If your credit union is running Fiserv’s XP2 teller application, you need to know about S4—a zero-footprint, enterprise-based core integration that’s now available for XP2 clients!

S4 truly transforms the branch experience for both your members and staff by building a bridge between the core processor and your cash-handling hardware at the enterprise level. It gives XP2 users a complete choice in hardware, full functionality and real-time integration at the core level.
Instead of piling on more technology to old configurations like some other integrations do, isn’t it time you deployed a complete solution…

The Secrets You Need To Know For Rocking Cash Recyclers And Dispensers In Your Branch

Are you interested in bringing cash automation to your branch but don’t know where to start?

Do you already have cash recyclers or dispensers, but want to improve your overall usage and client engagement?

You don’t have to wonder if you’re doing cash automation right—our latest webinar, Amazing Automation: All The Secrets You Need To Know For Rocking Cash Recyclers and Dispensers In Your Branch, is now available on demand…

A Case for Universal Associates: How Financial Institutions are Getting Ahead of the Game

In a world where foot traffic is declining, salaries are increasing and clients are demanding more bang for their buck, financial institutions are scrambling to find a model that allows their branches to not just survive, but thrive and grow.

One Financial Institution recently discovered that Universal Associates was their path to success. Now that their employees can fill multiple roles, their costs have significantly decreased, they have a huge advantage with flexibility of their staff, and they’ve experienced a big increase in client engagement…

A Look Back: CFM’s Success in 2016

2016 was an amazing year for CFM!

To celebrate our success, we’ve decided to share some of some of our best and biggest accomplishments from the last year. As the numbers show, a rapidly increasing number of clients trust us with their most important branch technology and we have continued to gain ground as the core integration experts…

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