Nomadix, the Universal Associate Tablet Interface

Have you heard of Nomadix, the Universal Associate Tablet Interface? You’ve heard the term Universal Associate; or at least some version of it. Whatever you call them, they are cross-trained associates that remove the silos of your in-branch service experience by eliminating the role of teller and banker and combining them into one all-powerful associate. […]

The Recipe For: Building a Universal Branch

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 Power of Personalization in the Banking Industry

This means that there are only a few unique selling points left for a financial institution, with the most impactful being the banker. Even as the financial services industry moves toward online banking and mobile banking, customers still demand personal relationships with their institutions. Studies show that a third of banking clients consider personal relationships […]

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.

4 Reasons Banks and Credit Unions Are Adopting Self-Service Solutions

The retail banking industry is a whole different game than it used to be: deposits are on the decline, transaction costs are increasing, and client expectations are becoming more complex. Financial institutions are in need of a solution that provides customers with the personal touches they require for a positive experience without requiring a costly 1:1 […]

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 […]

The One Thing Every Branch has in Common & Why It’s Not Working

If you are operating under the Universal Associate (UA) or Universal Banker Model chances are you have a few associates who know how to do more transactions than the average teller. Great. Now, if you’ve checked universal banker off of your to-do list, you are missing out on a giant heap of ROI from your […]

Why Financial Institutions Are Responsible For Millennial’s Financial Health

Millennials are taking the workforce by storm, and their buying power is hard to rival. This generation has flipped just about every industry on its head, and financial institutions can’t hide from them any longer. Especially with the transfer of wealth happening right before our eyes. So, how do you engage with this mysterious group? […]

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.

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