SO YOU WANT TO SHIFT TO ADVISORY?

Nearly all financial executives say they want to become more advisory, yet only 10% feel they’ve done so successfully. Sound familiar? If you feel legacy technology and how you handle cash transactions are holding you back, you’re in the right place.


MIGHT WE MAKE A SUGGESTION?
UNIVERSAL ASSOCIATES.

Your clients are used to exceptional experiences at other retailers. Think Apple, Nordstrom, even Starbucks. Consumers are often greeted at the door and helped by one associate the entire time.

Shifting to more advisory roles, like Universal Associates or Relationship Bankers makes a lot of sense for financial institutions, but having to stand next to a cash recycler or behind a teller line to assist a client can seem less than advisory.

CFM empowers your staff to become more Universal by removing the barriers of your typical transaction capabilities and enables associates to help a client from start to finish from the flexibility of a tablet device.


INTRODUCING NOMADIX, A TABLET-BANKING UNIVERSAL ASSOCIATE INTERFACE

With Nomadix, cross-trained employees are able to fulfill nearly every job and transaction in the branch using a tablet device. This eliminates specialized roles and offers a more seamless client experience.

And that helps you make staff more advisory, increase employee job satisfaction, reduce transaction costs with less staff hand-offs, reduce wait times, and establish a more friendly, retail-like environment.

HOW TO CRAFT A ROCKSTAR UNIVERSAL ASSOCIATE STAFFING MODEL

Universal Associates can fulfill every or nearly every job and transaction in the branch, delivering “one-and-done service” by handling any client request from start to finish. Also known as a hybrid of a teller and personal banker, this staffing model can be music to everyone’s ears.

But like a true rock band, Universal Associates can be hard to make into reality. You can’t just pull any John and Yoko off the street and expect them to have valuable, advisory-level conversations with your clients. See what it takes with this ultimate information-packed guide.


INTRODUCING NOMADIX, A TABLET-BANKING UNIVERSAL ASSOCIATE INTERFACE

With Nomadix, cross-trained employees are able to fulfill nearly every job and transaction in the branch using a tablet device. This eliminates specialized roles and offers a more seamless client experience.

And that helps you make staff more advisory, increase employee job satisfaction, reduce transaction costs with less staff hand-offs, reduce wait times, and establish a more friendly, retail-like environment.

HOW TO CRAFT A ROCKSTAR UNIVERSAL ASSOCIATE STAFFING MODEL

Universal Associates can fulfill every or nearly every job and transaction in the branch, delivering “one-and-done service” by handling any client request from start to finish. Also known as a hybrid of a teller and personal banker, this staffing model can be music to everyone’s ears.

But like a true rock band, Universal Associates can be hard to make into reality. You can’t just pull any John and Yoko off the street and expect them to have valuable, advisory-level conversations with your clients. See what it takes with this ultimate information-packed guide.

Are you ready to talk strategy?

If you’re ready to make the shift from transactional to advisory,
we can help put you on the path of success.

let’s talk universal associates

WE’VE GOT EXPERTS READY TO HELP