Adapting To The New Normal, A Webinar Series

As things start to shift back to ‘normal’, it will become a little easier to focus on the projects that matter most right now, like branch modifications to meet the new client expectation, technology that can eliminate multiple touch points, and adapting the headquarters for a safe and easy transition back for staff. Whatever your initiative, […]

Swipe Right or Left: A Branch Match App

Every client has that perfect branch: one that satisfies all of their wants and needs and is conveniently located near where they live, work, and play.  It is your job as their financial institution of choice to provide them with this branch. However, there is one challenge to that: no one client is the same. […]

(Branch) Size Matters

We thought we’d kick off 2020 with some examples of how you can have an amazing full-service branch with a small footprint. The Micro Branch has been on the radar of most banking executives this year and it doesn’t seem to be slowing down as we look into 2020. If you are trying to optimize […]

The Past, Present, and Future of Branch Transformation

Over the past 10 years, the bank and credit union branch has changed significantly—from design, to technology, to the way it operates. And financial institutions aren’t the only ones changing, so are the expectations of clients visiting the branches. As a busy banking exec, you simply don’t have the time you need to research the […]

CFM Named Among Top 10 Fintech Solution Providers Of 2019 By MyTech Magazine

In its inaugural year, MyTechMag has named CFM a Top 10 Fintech Solution Provider, joining the ranks of other companies such as Argo, a banking core provider for 6 of the top 10 banks.  Read on for the article outlining what makes CFM a stand-out to receive this award. —Article Originally Published By MyTech Magazine—

8 Reasons Your HQ Project Will Fail (Without This)

Your financial institution is growing: you’re opening more branches, hiring more people, and your current corporate office is starting to burst at the seams. Sound familiar? If so, you need a new headquarters. Congratulations on this, because only the biggest, baddest brands in the industry reach this level. Now beware, because if you’re not strategic […]

What’s Your Branch Kryptonite?

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 Cleaning: 4 Quick Fixes for a Better Branch Experience

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 […]

Relive 5 of the Best Moments from SEC 2018

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.

Know Before You Go: 6 Things To Make Your SEC 2018 Experience Epic

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!).

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