Your Thanksgiving dinner wouldn't be a success without the proper planning, and the same goes for your branch transformation efforts. Has your budget been set, your timeline laid out, and all the proper guests informed of the plan? Here are 8 must-haves to include in your branch of the future strategy to impress your guests...and the board:

84% of financial services professionals consider it “very” or “extremely” important to know their customers, yet they aren’t taking big steps to implement these strategies.
We talk to a lot of bankers every day. And most say they know their client very well. While some may truly know their clients, there are a lot of misunderstandings. Do you cater to clients that prefer to do their own research and make their own financial decisions? Do your associates know how to help clients that lack confidence in making big financial decisions and want assistance planning for the future? So how well do you really know your clients? 

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.

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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.