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…

The Secrets You Need To Know For Rocking Cash Recyclers And Dispensers In Your Branch

Are you interested in bringing cash automation to your branch but don’t know where to start?

Do you already have cash recyclers or dispensers, but want to improve your overall usage and client engagement?

You don’t have to wonder if you’re doing cash automation right—our latest webinar, Amazing Automation: All The Secrets You Need To Know For Rocking Cash Recyclers and Dispensers In Your Branch, is now available on demand…

A Case for Universal Associates: How Financial Institutions are Getting Ahead of the Game

In a world where foot traffic is declining, salaries are increasing and clients are demanding more bang for their buck, financial institutions are scrambling to find a model that allows their branches to not just survive, but thrive and grow.

One Financial Institution recently discovered that Universal Associates was their path to success. Now that their employees can fill multiple roles, their costs have significantly decreased, they have a huge advantage with flexibility of their staff, and they’ve experienced a big increase in client engagement…

2017 Banking Trend: Universal Associates

Branch design strategy has shifted dramatically over the past decade and it now takes more than a coat of paint to satisfy the 21st-century client—your members and customers want fast and efficient transactions with personalized service and the latest technologies that make banking more convenient.

It’s now up to Financial Institutions to design their future branches with those conveniences and technology if they want to be the ones that survive and thrive in 2017 (and beyond). The rest? Well, they’ll get left behind…

Got Branch Transformation Plans for 2017? You Need to See This.

Do you want to add Universal Associates to your branch, but don’t know where to start? Looking to add self-service, but you’re not sure which solution will actually improve the client experience?

Whether you’re already in the market for new technologies or just starting to develop an optimization game plan, this is a must-watch webinar for anyone who has branch transformation plans for 2017…

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