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 […]
Banking Automation
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.
Read on for the must-see, can’t miss highlights from John W. Smith’s closing keynote presentation centered around building a culture that lives (not just talks about!) disruption, unleashing your creative edge and how to add innovation to every employee’s job description.
In our webinar last week, “Universal Associates: The Right Formula of Technology, Design and Strategy to Make These Unicorns Thrive,” it became clearer than ever that that this staffing model isn’t just a passing trend.
If you attended our session, you know that we talked Universal-enabling technology, open and efficient branch designs and the winning strategies we’ve seen take the market by storm – and naturally, that sparked some great questions. Read on for the top questions financial institutions have about Universal Associates and get answers to the questions we ran out of time to answer on our webinar!
David Peterson, closing keynote speaker of SEC/TechConnect and Chief Strategic Officer of i7strategies, believes VR could tremendously impact the future of banking and member experiences. Read David’s thoughts on our VR experience and his predictions for VR in the branch in his blog post, “VR at DBSI Booth at Symitar Conference” from DLPSpeaks.com.
To tie everything together, maximize the benefits of Universal Associates, define where you need to start and ensure your staff can fully embrace and execute on your strategic and operational intent, training must become a priority for your branch network.
In the second part of our Complete Guide to Universal Associates, we highlighted the key design and technology elements that should be included in any branch planning to go Universal and maximize the benefits, including an increased cross-sell ratio, seamless handling of cash transactions and impressive improvements in client experience.
The next step is talking about the people in your branch that will be delivering this new approach to servicing clients – the Universal Associates themselves!
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.
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…
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…
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