Move Over ATMs – There’s A New Self-Service Machine In Town!

The retail banking industry is a whole different game than it used to be – deposits are on the decline, transaction costs are increasing, and client expectations are always changing. Financial institutions are in need of a solution: one that provides customers with the personal touches they require for a positive experience without requiring a […]

3 Reasons Why You Need To Care About RTA

Perhaps you’ve heard about the award-winning tech product, Remote Transaction Assist (or just RTA), that is disrupting the banking industry and is being deployed right now in financial institutions across the country. Here are 3 key reasons why RTA should be considered for your branch or branch network. 

Celebrating Freedom Through Innovation

Once a year, on the anniversary of the signing of the Declaration of Independence, we here in the good ol’ U. S. of A. take the time to celebrate freedom—no longer as an untested experiment, but as a proven reality inaugurated way back in 1776 by a small group of fearless innovators and patriots.

Thanks to those outside-the-box thinkers, Americans celebrate many freedoms. We celebrate freedom from taxation without representation. We celebrate the freedom of religion, freedom of speech, freedom to peacefully assemble, and the freedom to have a representative government. Most importantly, we celebrate life, liberty, and the pursuit of happiness as our most basic inalienable rights.

Scenes from SEC 2017! [Photo Gallery + Video]

If you joined us at SEC this year in San Diego, you already know you attended the unicorn of trade show experiences. CFM and DBSI’s purple booth lit up the room – and our real unicorns, virtual reality exhibit, and powerful solutions within our Transformation Ecosystem made the show bigger and brighter than ever before.

Webinar Recap: The (Almost) Unfair Episys Advantage: How to Amplify your Branch Experience with the Transformation Ecosystem

What does Branch Transformation mean to you? (a) Delivering an engaging member experience (b) Enhanced member discovery of products and services (c) Enabling open branch designs and Universal Associates (d) Branch technology, all connected and integrated with your core (e) Migrating transactions to more efficient channels (f) A mix of any or all of the […]

CFM Teams Up with Symitar to Transform the Branch Experience Through Core-Integrated Solutions

CFM is proud to announce an expanded relationship that includes a reseller agreement with Symitar®. This new agreement expands the cash automation offering with the Branch Transformation Ecosystem which includes iQ analytics, Interactive Digital Signage with Service Sidekick, NEXT self-service kiosk, and Remote Transaction Assist (RTA).

CFM Wins Awards for Two Banking Innovations

CFM is proud to announce two recent awards for two of our innovative products disrupting the Fintech industry— RTA and iQ.

Remote Transaction Assist (RTA) was named one of the Best New Fintech Software Products of the Year in the 2017 Stevie American Business Awards, the nation’s premier business awards program….

The Complete Guide to Universal Associates (Part 2) – Setting Your Branches Up for Success with the Right Design and Technology

In part 1 of our Complete Guide to Universal Associates, we explained that the Universal staffing model is not just a passing fad, it’s a repeatable model for success that offers a ton of amazing benefits—it shifts the focus from transactions to interactions, allows your staff to do more with less, and increases your cross-sell ratio while improving the client experience…

The Complete Guide to Universal Associates (Part 1) – What’s A Universal Associate?

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…

We’re Revealing the Secrets of Universal Associates at SymEast

Think implementing Universal Associates is too complicated for your financial institution? Think again.

CFM has the case studies, technology, and branch designs to prove it—and we’re sharing it all in our fast paced session at the 2017 SymEast Conference! We’re headed to Louisville, KY from April 17th to the 19th to reveal the secrets of Universal Associates…

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