Transformation 101: 3 Steps for Shifting from Transactional to Advisory

Did you forget to register for Transformation University’s 101 course on March 10th? Or did you register but forget to attend? No worries! We’ve got you covered with a recording of the webinar! And if you don’t have time to watch it just yet but are dying to get some info, we’ve included a short […]

Nomadix: The Universal Associate Tablet Interface (Part 2)

How does Nomadix work and why do you need it? With a decline in foot traffic, higher transaction costs, and rising salaries, financial institutions are starting to realize that the traditional branch model is rapidly becoming irrelevant (and expensive). That’s why FIs are now pivoting toward the Universal Associate Model to make the switch to […]

Nomadix: The Universal Associate Tablet Interface (Part 1)

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.

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 […]

Page 1 of 3 1 2 3