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 ton of urgency behind them.
From shifting branch models, to adjusting how your branches operate, and beyond, we've got some ideas for you. And over the next 3 weeks, we will be releasing a project idea and what you need to make it happen!
Last week we talked cutting costs and increasing sales.
Next up...

BRANCH PROJECT: THE MICRO BRANCH 
OBJECTIVE: DECREASE SIZE, INCREASE CONVENIENCE 

PRICE: $$$$$ 

TIMELINE: 6-12 months 

With less foot traffic it makes sense to decrease the footprint of your branch, but the need for physical branches is not going away any time soon. This means that you need to find a balance

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 ton of urgency behind them.
From shifting branch models, to adjusting how your branches operate, and beyond, we've got some ideas for you. And over the next 3 weeks, we will be releasing a project idea and what you need to make it happen!
Last week we talked shifting from transactional to advisory.
Next up...

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 ton of urgency behind them.

From shifting branch models, to adjusting how your branches operate, and beyond, we've got some ideas for you. And over the next 3 weeks, we will be releasing a project idea and what you need to make it happen!

First up...
BRANCH PROJECT: THE UNIVERSAL APPROACH
OBJECTIVE: SHIFT FROM TRANSACTIONAL TO ADVISORY  

PRICE: $$$$$ 

TIMELINE: 8-12 months 

With more and more people (2/3 people to be exact) trusting their financial institution since the pandemic, it is more important than ever before to build an advisory branch experience over a transactional one. This means: 

Eliminating the siloed teller and banker role

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.  

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About this Blog

To Integration and Beyond is a home for anyone who is not satisfied with the status quo of banking. CFM's mission (that we have chosen to accept) is to help you realize the full potential of your existing banking equipment and discover how you can make complete integration a reality. We unlock an unlimited range of possibilities for financial institutions and enable extraordinary branch transformations.