Whether you made it to SEC 2018 or happened to miss out on all the action along the sunlit San Diego waterfront, here’s a rundown of some of the top moments from this year’s memorable event.
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.
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.
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!