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.
Spring is in the air and your branch could use a refresh. As the bad weather clears tons of people are clamoring to get into your branches, right? Well if you are fearing that you may not experience an influx in patrons, there are some changes you are probably wanting to make. Did you know […]
If you are operating under the Universal Associate (UA) or Universal Banker Model chances are you have a few associates who know how to do more transactions than the average teller. Great. Now, if you’ve checked universal banker off of your to-do list, you are missing out on a giant heap of ROI from your […]
Picture this: you have been working with a design firm for months on your dream headquarters project. They have designed an office space that is ready to fulfill your current and future needs based on your predictions. And it’s beautiful. Your brand is clearly defined and carried out through the design, there are plenty of […]
Millennials are taking the workforce by storm, and their buying power is hard to rival. This generation has flipped just about every industry on its head, and financial institutions can’t hide from them any longer. Especially with the transfer of wealth happening right before our eyes. So, how do you engage with this mysterious group? […]
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.
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.