During our most recent webinar, ‘The Past, Present, and Future of Branch Transformation’ we spent some time answering some burning questions that fellow banking executives had surrounding branch transformation. In fact, we got so many good questions that we thought it would be selfish to keep all the great answers locked away in our private knowledge vault.

That’s why we have gathered the top 5 questions we received during the webinar, asked our hosts/transformation experts to answer them, and then built a FAQ for you and your team. 

Over the past 10 years, the bank and credit union branch has changed significantly—from design, to technology, to the way it operates. And financial institutions aren't the only ones changing, so are the expectations of clients visiting the branches.

As a busy banking exec, you simply don't have the time you need to research the most recent expectations and changes in the industry; but that doesn't make this type of information any less important to your success. That's why we've gathered everything you need to know into a webinar.

We are a week out from the end of the 2019 Symitar Educational Conference (SEC) and TechConnect. If you had the time to attend, you know what a great few days it was, full of educational seminars, new and exciting things on the tradeshow floor, lots of networking, and some really great parties. If you didn’t get the chance to attend, that’s okay because we’re providing this recap.

This means that there are only a few unique selling points left for a financial institution, with the most impactful being the banker. Even as the financial services industry moves toward online banking and mobile banking, customers still demand personal relationships with their institutions. Studies show that a third of banking clients consider personal relationships to be highly important. (Ernst & Young)

But what exactly does a ‘personal relationship’ between a client and a financial institution look like?

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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.