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.

We recently completed our 8th Annual Digital Signage Benchmarking Survey and the results are in!

In fact, we are only a few weeks away from releasing the full report. (If you are not already subscribed to receive it, scroll to the very bottom of this page to opt-in.) We normally wait for the release date before we let any of the highly-treasured data out, but we are so excited with the responses we got from over 430 different banks and credit unions around the country, that we can’t wait. 

Read More

Every year DBSI+CFM gets a visit from an Elf on the Shelf.

And every year it gets a little stranger.

This year instead of cheer, Sprinkles the Elf, decided to scour the Twitterverse far and wide to find the banking Mean Tweets that nobody asked for.

Read More

Here’s a surprising fact to consider: 90% of financial institutions buy cash recyclers they don’t need

Yes, we’ve all heard that Teller Cash Recyclers (TCRs) are powerful tools for increasing efficiencies, securing cash, and enhancing the client experience – so it’s no surprise that banks and credit unions heavily invest in them. 

What most bankers don’t know is they are wasting tens of thousands of dollars on machines that aren’t being used to their full potential — essentially, wasted TCRs.

Read More

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.

We promise we’re friendly, knowledgable, and impress 100% of our customers 99% of the time.

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