Transformation 101: 3 Steps for Shifting from Transactional to Advisory

Did you forget to register for Transformation University’s 101 course on March 10th? Or did you register but forget to attend? No worries! We’ve got you covered with a recording of the webinar! And if you don’t have time to watch it just yet but are dying to get some info, we’ve included a short […]

Nomadix: The Universal Associate Tablet Interface (Part 2)

How does Nomadix work and why do you need it? With a decline in foot traffic, higher transaction costs, and rising salaries, financial institutions are starting to realize that the traditional branch model is rapidly becoming irrelevant (and expensive). That’s why FIs are now pivoting toward the Universal Associate Model to make the switch to […]

Elf on the Shelf: A Virtual Holiday Card from the Holiday Crew

What a weird year it’s been, right? A pandemic, murder hornets, an election, and a whole lot more that is hard to even remember. The way that we do business and the way we operate as humans have changed. But no matter how weird or different the times are, we couldn’t just skip our annual […]

Who’s CFM + DBSI & How Can They Help My Financial Institution?

What do you get when you fuse design, technology, people and process together? An unforgettable client experience every single time someone enters your branch. Can you believe that it has been almost a year since COVID-19 hit? It’s been a crazy year, to say the least! But in this time apart, we’ve been incredibly busy […]

The Recipe For: Microbranches

We have been working very closely with financial institutions for decades, but we’ve never had as many questions about what projects need to be prioritized first. It seems as though COVID-19 has added more initiatives to an already full whiteboard for financial executives than ever before—and a lot of them have short timelines and a […]

The Recipe For: Increasing Sales & Cutting Costs

We have been working very closely with financial institutions for decades, but we’ve never had as many questions about what projects need to be prioritized first. It seems as though COVID-19 has added more initiatives to an already full whiteboard for financial executives than ever before—and a lot of them have short timelines and a […]

5 Ways Financial Institutions are Navigating Through the Pandemic 

We interviewed 300 banking executives to see how their financial institution overcame the obstacles that COVID-19 threw at them. Some survived, some thrived, and sadly, some did not overcome at all. Whatever the outcome, we have all the details on what they did, how they did it, and what they plan to do.  

What You Missed at Corelation Client Conference 2020

This year may not have looked like what we imagined but that doesn’t mean we couldn’t bring innovation and fun to this year’s virtual conference. We had a blast chatting with everyone and showcasing our latest innovations.

Constant Client Satisfaction and Delight has Led CFM to the 2020 Inc. 5000

Extra, Extra, read all about it! We are very proud and excited that our sister company, CFM, has done it again and made the Inc. 5000 list for the second time. Working with over 600 financial institutions and the top ten banking cores has led them to this prestigious position.

DBSI + CFM: A Holistic Approach To Banking Innovations

Designing your branch from scratch or tackling a complete overhaul doesn’t exist in a silo—and neither should your approach. DBSI + CFM is a multi-award-winning, all-inclusive solution to creating the banking environment you, your employees, and your clients dream of. Every facet of design, technology, peoples, and process is expertly handled by the DBSI + […]

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