Every banking executive dreams of running a branch (or a few) that offers the ultimate client experience, runs at maximum efficiency, stands out from the competition and always provides a return on investment. These are also known as super branches.
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 […]
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 […]
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!).
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.
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.
Remote Transaction Assist, or RTA, is once again making waves in the banking world with its recent release to the Corelation KeyStone market.
Named one of the Best New Fintech Software Products of the Year in the 2017 Stevie American Business Awards, RTA is a part of CFM’s Transformation Fusion–an interconnected suite of technology, software and innovation designed to elevate every touchpoint in the client journey and solve many of banking’s biggest market needs.
Leading the way in putting RTA’s power and flexibility to use is Camino Federal Credit Union.
At the recent Corelation 2018 event, hundreds of banking executives came together to hear the latest trends, technology and innovations pushing the envelope in banking. This intimate, well-run conference hosted by Corelation, Inc. was jam-packed with informative content, including a panel session led by Nathan Moore, Director of Strategic Development and Service at CFM.
Moore led a discussion with three credit union executive leaders on the topic of putting technology to use in branch transformation. At one point in this session, Moore shared a sobering statistic: 81% of executives feel it is imperative to transform, but only 10% of the same have a clear vision of what to do.
Throughout this discussion, the panelists shared insights on the state of the market today (spoiler alert: it’s not pretty) and the current trends among financial institutions that are making the most impact.