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. However, it isn't just as easy as giving your current staff a new title and sending them on their way to assist clients with transactions, account management, etc. You can provide these new associates with all the training in the world, but without the right tools to make their new job possible, they will not be able to deliver to your excellent standards.

(However, in all seriousness, training is one of the most important parts. It is a non-negotiable in our opinion. We just recommend that you complete the training after you give them the tools they

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 I leave behind in 2020?"

This 2-part blog series will help to answer that question. This week we will focus on what to leave behind, and next, we will be discussing what to bring with you.

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 Elf on the Shelf holiday greeting. A bit different than the years before, this episode has a 2020 twist to it (because 2020 has just been a ton of twists and turns after all). Watch the video below!

And happy holidays from the DBSI + CFM Team!

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 innovating. That's why we wanted to take some time to reintroduce you to who we are, what we do, how we can help you, and most importantly... show off some of our newest products and services.

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...

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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.