Spring is in the air and your branch could use a refresh.

As the bad weather clears tons of people are clamoring to get into your branches, right? Well if you are fearing that you may not experience an influx in patrons, there are some changes you are probably wanting to make. Did you know that 81% of FI executives want to transform but only 10% know how? Maybe you know you want to transform and how you want to change, but you don’t have the budget yet.

Does this sound like you?

Good news, we've been busy making our products even better, and that includes making some awesome new updates to S4.  One thing we need from you: if you're currently using S4, yours is now outdated, so in order to ensure that your financial institution is getting the most out of your CFM services, we are requesting that you contact the “Purple Army Support” Team to schedule an upgrade to our latest (and greatest) version of S4.

What you should know:

Security: We regularly review security concerns and penetration vulnerabilities and address them in each release, so not updating to the newest version of the software may make your financial institution vulnerable to attacks (and no one wants that!)
Stability: We squash bugs on a regular basis to ensure that your fleet is running at optimal levels. Trust us when we say you don't want bugs in your systems.
Enhanced features: We are always working to improve

If you are operating under the Universal Associate (UA) or Universal Banker Model chances are you have a few associates who know how to do more transactions than the average teller. Great. Now, if you’ve checked universal banker off of your to-do list, you are missing out on a giant heap of ROI from your associates. Every banker knows they need some form of the UA Model, but few know how to bring out its full potential.

Achieve More with Less

Branch banking has taken on a lot of changes. While some may still use the traditional model, change is what separates the acquiring from the acquired. That's why FIs are pivoting toward the UA Model to make the switch to advisory banking, ensuring a better experience for the client and a more profitable interaction by the associate.

Except there's one problem: adopting this model is challenging. It requires attention to detail, capable















Picture this: you have been working with a design firm for months on your dream headquarters project. They have designed an office space that is ready to fulfill your current and future needs based on your predictions. And it's beautiful. Your brand is clearly defined and carried out through the design, there are plenty of conference rooms and places to expand your quickly-growing call center, it has everything any millennial could want, and it all falls within the budget.

You’ve got the project approved from your board and you are ready to hit start. As you get farther along, your construction crew quickly tells you that some of your design features can’t be done at that price. Maybe you try to bid out the project or take some of the design features out so you can stay on budget. But the timeline gets further and further away from the projections you set—even

Millennials are taking the workforce by storm, and their buying power is hard to rival. This generation has flipped just about every industry on its head, and financial institutions can’t hide from them any longer. Especially with the transfer of wealth happening right before our eyes. So, how do you engage with this mysterious group?

We're here to help define the stages of life’s financial journey, as well as the things that your FI should focus on to increase ROI while helping clients. Starting with steps for servicing millennials:
Specialize
First, start with defining your target market. Not defining a specific target market is a pitfall for all companies and industries. Too many say their product or service is for everyone...are you guilty? While your product or service may technically be something that anyone could use, you want to focus your efforts on the target market that will benefit the most from your products

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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.