The Biggest Barrier to Branch Efficiency & How RTA Helps You Navigate Around It

More and more Financial Institutions are pivoting toward the Universal Associate model to evolve their branch experience and better connect with clients. In hundreds of branches across the country, this new approach to servicing clients has created a repeatable path to success by decreasing costs, increasing staff flexibility, and supercharging client engagement. Despite the fact that many […]

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.

Tech Innovations + Trending Conversations at CUNA 2018

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.

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!).

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.

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.

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