Let’s Start Off On The Right Foot

Hi, we’re CFM. If you’re looking to solve the issues getting in the way of properly integrating the technology critical to an effective retail branch strategy…you’re in the right place. 

Come, Let Us Show You Around A Little

We’ve always believed in putting ourselves in our clients’ shoes. For us, that means creating solutions that solve real problems, so our customers can achieve their goals of efficiency, transformation, and advisory experiences. If you’re into explainer videos, this one’s for you.

What’s Good?

We like to stay busy and we do a whole lot of work. Here are a few things from our blog that we’re most excited about and think you might find interesting, too.


Training can make the difference between getting average results and completely knocking the ball out of the park. You can build the perfect branch with a design even Apple envies, integrate the newest, most innovative technology and hire great staff–but if your associates aren’t trained on how to deliver on your strategy to elevate the branch experience, you’ll never see the results you’re looking for.

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Have you ever seen All the President’s Men? 

During a critical scene, Woodward and Bernstein meet their confidential informant in a parking garage and are instructed to: “Follow the money.” 

If you want to know which retail banking technology is hot right now, you should do the same. 

What is the hottest retail banking technology right now, you may ask? Well, there is an answer for you.  

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You can grow your branch dream team by signing on the best framework, technology, and talent for your organization!

There’s no doubt about it: the face of retail banking is changing rapidly. Clients today wantdigital solutions for basic transactions like deposits, transfers, and bill payments. At the same time, when they visit their bank or credit union branches, they want more consultative experiences versus transactive. Employees are selective, too. Great Resignation or not,today’s employees want more pay and benefits, a better work-life balance, and opportunities that allow them to perform at their best.

Take a moment, then, to consider where your financial institution is at in terms of services and availability. Are you providing clients and employees the experiences they’re hoping for in a retail branch environment? Would you like to optimize your workforce and become more efficient? Are you sitting with a lot of unused space?

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Ready to talk?
Perfect, We’re “People-Persons”

If you just want to cut to the chase and talk to a live human being, reach out with the form below.

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Need some Inspiration?

Whatever transformation project you are trying to knock off your to-do list,
we’ve got an example of it done right in our case study library.

Wells Fargo

A Network-Wide Core Integration for Max Hardware Flexibility


Reclaiming Productivity with Core Integration

Desert Financial FCU

A Complete Core Conversion with Integration


The Branch That Will Never Go Unnoticed

Capitol CU

The NEXT Big Thing in Banking


Going Outside the Lines to Change the Member Journey

Pima FCU

A Cash Automation Project with $160,000 Savings

Pioneer FCU

A Universal Approach that Skyrocketed Member Satisfaction

Truwest CU

Custom Apex Integration Opens Doors To Open-Plan Branch

let’s talk tech