client experience

5 Ways Financial Institutions are Navigating Through the Pandemic 

We interviewed 300 banking executives to see how their financial institution overcame the obstacles that COVID-19 threw at them. Some survived, some thrived, and sadly, some did not overcome at all. Whatever the outcome, we have all the details on what they did, how they did it, and what they plan to do.  

Innovation Never Sleeps for Inc. 5000 Winners

96% of companies fail. And for those that don’t, only 25% ever get past $1mm in revenue.  CFM has gone above and beyond, beat the odds time and time again, and made the Inc. 5000 list for the second time! This is no small feat. Only 2% of Arizona companies made the list. Thanks to hard […]

Your Market’s New Needs by the Numbers

We’ve been in this “new normal” for a while now which means there’s data available on what people expect from retail establishments and what changes will produce the best return on investment for your branch network. With more and more states slowly opening up there’s even data on what you can do to make your […]

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, […]

CFM + DBSI Helps Financial Institutions Rapidly Shift to Safe and Touchless Experiences with ADAPTIV Transformation

CFM+DBSI, the leader in banking transformation, announced today the launch of an expert-crafted methodology and flexible kit of parts for post-pandemic branch and HQ designs called ADAPTIV. During these unprecedented times, banks and credit unions are working endlessly to stay open as an essential business, while still providing a safe and optimized environment for both […]

Ideas For Communicating With Clients During COVID-19

Keep your clients up-to-date on everything your financial institution is doing to support them, the community, and your staff during these chaotic times. Open and regular communication with your clients is key right now, but there are a lot of different things to communicate and it can be hard to prioritize and plan for every […]

How to Take Maximum Advantage of Your Empty Branches

Your branch traffic has come to a screeching halt with the COVID-19 pandemic, but that doesn’t mean your initiatives need to. You know those projects you have been putting off? Like those branch transformation projects that just seemed too inconvenient before? Now is a perfect time to quickly and efficiently make the changes you’ve been […]

A New Standard For Community Involvement

There is no doubt your inbox is flooded with emails on how the businesses you subscribe to and visit are planning on handling the COVID-19 crisis, including what they will be doing to keep your needs/desires met, how they are aiding their staff, and what they are doing to support the community they serve and […]

When Social-Distancing Becomes Distance-Banking

With the Coronavirus making its way around the world, everything is either shutting down or finding new ways to operate. And as an essential business, your financial institution is being pushed to the limits. You are certainly running 1,000 mph and it can be hard to imagine starting a new project or focusing on anything […]

Do You Know Your Clients?

84% of financial services professionals consider it “very” or “extremely” important to know their customers, yet they aren’t taking big steps to implement these strategies. We talk to a lot of bankers every day. And most say they know their client very well. While some may truly know their clients, there are a lot of […]