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.

Corelation 2018 Highlights: Leveraging Technology to Enable Branch Transformation

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.

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.

The Complete Guide to Universal Associates (Part 3) – How to Find and Hire the Right Employees for your Universal Staffing Model

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!

Meet CFM at the 2017 Symitar Educational Conference!

We’ve heard that teleportation only exists in science fiction and that unicorns are said to be “uncatchable,” but nothing is impossible when it comes to CFM. This year, we’re bringing not one, but two of your favorite legendary creatures to this year’s Symitar Educational Conference…and giving you the chance to try the next best technology […]

CFM Wins Awards for Two Banking Innovations

CFM is proud to announce two recent awards for two of our innovative products disrupting the Fintech industry— RTA and iQ.

Remote Transaction Assist (RTA) was named one of the Best New Fintech Software Products of the Year in the 2017 Stevie American Business Awards, the nation’s premier business awards program….

The Complete Guide to Universal Associates (Part 2) – Setting Your Branches Up for Success with the Right Design and Technology

In part 1 of our Complete Guide to Universal Associates, we explained that the Universal staffing model is not just a passing fad, it’s a repeatable model for success that offers a ton of amazing benefits—it shifts the focus from transactions to interactions, allows your staff to do more with less, and increases your cross-sell ratio while improving the client experience…

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