How Financial Institutions Can Survive and Thrive Through the COVID-19 Pandemic

Just about everyone is shutting down to help stop the spread of the novel COVID-19. It’s great to see the nation work together to try and contain this epidemic, but the effort is not going to be easy. Retail establishments are feeling the turbulence of this pandemic—including banks and credit unions. And financial institutions know […]

Learn From Their Mistakes: 4 Retail Strategies that Failed

Learn from others’ mistakes. It’s the best advice any retail-based business could listen to right now. As consumer’s needs and expectations grow, its time to innovate or get left behind like these companies.  More than 9,300 stores are closing in 2019/2020 as the retail apocalypse drags on.

(Branch) Size Matters

We thought we’d kick off 2020 with some examples of how you can have an amazing full-service branch with a small footprint. The Micro Branch has been on the radar of most banking executives this year and it doesn’t seem to be slowing down as we look into 2020. If you are trying to optimize […]

Elf On The Shelf 2019: A Christmas Carol

It’s a well-known fact that 9 out of 10 banking executives know they need to transform in order to stay relevant. But what about that 1 executive that doesn’t know? This is his story…  

8 Must Haves For The Perfect Transformation Feast

Your Thanksgiving dinner wouldn’t be a success without the proper planning, and the same goes for your branch transformation efforts. Has your budget been set, your timeline laid out, and all the proper guests informed of the plan? Here are 8 must-haves to include in your branch of the future strategy to impress your guests…and […]

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 […]

3 Reasons Your Local Architect Should Never Build Your Headquarters

Maybe you have a local architect that you’ve worked with before to build a branch. Or maybe your friend over at the credit union down the street recommended the architect that just updated their branch network. Why wouldn’t you hire them to build your headquarters?

The Past, Present, and Future of Branch Transformation

Over the past 10 years, the bank and credit union branch has changed significantly—from design, to technology, to the way it operates. And financial institutions aren’t the only ones changing, so are the expectations of clients visiting the branches. As a busy banking exec, you simply don’t have the time you need to research the […]

Vantage West: Branch Transformation

Vantage West Credit Union wanted to redefine their retail banking strategy and their member interactions. Their goal was to drive convenience and ease of access to their members. The strategy includes adding 10 locations in the Phoenix area over the next five years. With DBSI, they are on-track after year one to deliver on-time, on-budget, [...]

CFM Named Among Top 10 Fintech Solution Providers Of 2019 By MyTech Magazine

In its inaugural year, MyTechMag has named CFM a Top 10 Fintech Solution Provider, joining the ranks of other companies such as Argo, a banking core provider for 6 of the top 10 banks.  Read on for the article outlining what makes CFM a stand-out to receive this award. —Article Originally Published By MyTech Magazine—

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