Universal Associates

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, […]

A Quick & Easy Way Banks & Credit Unions Can Cut Costs

COVID-19 is impacting every single business around the world; no industry is protected, not even the banking industry. You may be an essential business, but that doesn’t mean you won’t experience a financial impact from this pandemic. In fact, just a few weeks ago on April 4, 2020, MarketWatch announced that a small bank in West Virginia […]

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 […]

The Biggest Barrier to Branch Efficiency & How RTA Helps You Navigate Around It

More and more Financial Institutions are pivoting toward the Universal Associate model to evolve their branch experience and better connect with clients. In hundreds of branches across the country, this new approach to servicing clients has created a repeatable path to success by decreasing costs, increasing staff flexibility, and supercharging client engagement. Despite the fact that many […]

Know Before You Go: 6 Things To Make Your SEC 2018 Experience Epic

Headed to SEC 2018? If so, here are the top 6 things you need to know to make it a successful event:

#1. Follow the excitement to booth #620.
Let’s be real: You probably won’t even need to remember the booth number because you won’t be able to miss us—or our digital signage that will be lighting up the exhibit hall like like Times Square on New Years Eve. You’ll find us at the intersection of Innovation and Awesome (and just steps away from food and the bar!).

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