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.

RTA Now Available to Corelation Market: Camino FCU Leads the Way in Tech Transformation

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.

Corelation 2018 Highlights: Leveraging Technology to Enable Branch Transformation

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.

Encourage the Unreasonable: Highlights from John W. Smith’s SymCentral ’18 Closing Keynote Presentation

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.

Top Questions FIs Have About Universal Associates

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!

VR Brings Branch Transformation to Life at SEC

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.

The Complete Guide to Universal Associates (Part 3) – How to Find and Hire the Right Employees for your Universal Staffing Model

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!

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.

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