More and more Financial Institutions are pivoting toward the Universal Associate model to evolve their branch experience and better connect with clients. In hundreds of branches across the country, this new approach to servicing clients has created a repeatable path to success by decreasing costs, increasing staff flexibility, and supercharging client engagement.

Despite the fact that many financial Institutions have already implemented universal associates as part of their branch transformation projects, we’ve learned that there are still plenty of you out there that have yet to make that transition. Your tellers are stuck at the line, your associates are glued to the chair in their office or cubicle, and your customers have to choose between one or the other depending on their needs. While in theory, this method makes sense, in reality it has some flaws. One of the most serious flaws being the lack of flexibility and the effect that it has on service.


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Making blind investments on cash recyclers and dispensers can be costly.
That’s because without real visibility and data—you're probably buying machines you don’t need, over ordering cash to supply them, even paying for problem machines that drain staff’s efficiency.

Think about it. Do you even know if a machine is on?

Before you make another purchase, join this interactive webinar to learn how to eliminate the guessing game and make data-driven decisions instead.

Where do you get the chance to connect with credit union leaders and innovate with new methods to serve members, enhance operational processes, and boost sales besides at the 2018 CUNA Operations and Member Experience Council Conference?

At this year's CUNA event, co-located with the CUNA Technology Council Conference in San Francisco, CFM and DBSI will be showcasing three recently-launched innovations: RTA, Financial HealthCheck, and Service Sidekick. You can check out these latest products at the DBSI and CFM table, and see them in action during the Vendor Speed Rounds.

Headed to SEC 2018? If so, here are the top 6 things you need to know to make it a successful event:

#1. Follow the excitement to booth #620.
Let’s be real: You probably won’t even need to remember the booth number because you won’t be able to miss us—or our digital signage that will be lighting up the exhibit hall like like Times Square on New Years Eve. You’ll find us at the intersection of Innovation and Awesome (and just steps away from food and the bar!).

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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.