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What Do Flying Monkeys Have to Do with Cash Automation? Plenty, at SEC 2015.

Posted by Emily Sweillam

July 31, 2015

With flying monkeys under her control, the Wicked Witch of the West understood the convenience of remote transactions. It’s something most financial institutions dream of—but find hard to manage, and are unsure how to get started.

CFM to the rescue!

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Topics: Retail Banking, Branch Transformation, Banking Equipment, Client Engagement, Software

Keeping Pace with Bank Transformation Means Transforming Technology, Too

Posted by Nathan Moore

July 15, 2015

CFM-Logo-Fina-1-129826-editedBank Transformation is more than just an adjustment to the look and feel of your branches. It’s discovering (or, sometimes remembering) where your institution came from; why you’re different from the guys across the street, and how you can leverage that difference to better serve your clients through your products and solutions—so that you remain competitive in your market.

Oh, and you’ve got to figure all this out before the other guys do. No pressure.

To accomplish all of this, a Branch Transformation involves not only a physical, “oh-wow-this-place-is-amazing” makeover, but a behind-the-scenes technology transformation, too. 

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Topics: Banking Technology, Branch Transformation, Client Engagement, Retail Strategies

Get Ready to Take the Plunge!

Posted by Emily Sweillam

July 13, 2015

Want to show this to others? Download a printable PDF of the infographic here


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Topics: Branch Transformation, Client Engagement, Retail Strategies, Digital Signage

Impossible Task of Making Rate Boards Look Good—How They Pulled It Off

Posted by Emily Sweillam

May 28, 2015

As bankers, our obsession with rates is unwavering. And, we promote them every way we can—on websites, in mailers, brochures, heck, even a rate board in the branch. 

While it might not be the most interesting thing, someone’s got to be reading it, right? Right??

Let's just say the typical branch scene of handwritten rates or manual-tiled rate boards on a wall isn't the right message or experience you should be sending, or the most efficient use of your staff's time.

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Topics: Banking Technology, Client Engagement, Digital Signage

A Clever and Unconventional Wealth Management Office Design:Wealthnest

Posted by Emily Sweillam

May 18, 2015

Who says your office has to be mundane?  In all client facing businesses—much like banking—the experience and design of your space is an important way to differentiate yourself from the rest.

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Topics: Branch Design, Client Engagement, DBSI News, Retail Strategies, DBSI Client Stories

A Foolproof Way To Sell Your Products and Services

Posted by Emily Sweillam

May 29, 2014

According to a survey from FindABetterBank, 63% of the consumers shopping for a checking account were also shopping for other banking products. 

With numbers like that, it seems like cross-selling your products and services should be a piece of cake. Consumers clearly have a need, and you have great products...so why aren’t you seeing the results you want?

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Topics: Client Engagement, Branding, Retail Strategies

Low Hanging Fruit of Branch Transformation: A Quick Change For Big Results

Posted by Emily Sweillam

May 22, 2014

Wouldn’t we all like a quick win for improving the branch experience? 

With a full Branch Transformation costing anywhere between $700,000 to over $2 million, and taking several months to complete, it can seem like any notable improvements are a long ways away. 

Don’t despair. Before you think that all branch transformation changes are expensive and time-consuming, consider low-hanging fruit that can deliver big results - for a fraction of the cost and time.

No breaking ground on your branch needed!

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Topics: Banking Technology, Retail Banking, Branch Transformation, Client Engagement, Retail Strategies, Digital Signage

Why Branch Transformations Fail

Posted by Emily Sweillam

April 9, 2014

What’s the difference between Branch Transformations that get average results and those that just knock it out of the park?

Lani Hayward, EVP of Creative Strategies at Umpqua, said it best at the 2014 Financial Brand Forum, sharing that an environment that looks great is the first step... but the true shift is finding ways to change your financial institution internally.

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Topics: Branch Transformation, Client Engagement, Retail Strategies

4 Examples of Brilliant Digital Signage

Posted by Emily Sweillam

February 19, 2014

A major trend in the financial industry has been a move towards digital signage. For a lot of us, when we think about digital signage in a branch environment, our minds immediately think of a bunch of randomly placed monitors displaying an electronic version of a bank poster or rate board.

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Topics: Banking Technology, Retail Banking, Branch Transformation, Client Engagement, Branding, Retail Strategies

What are the Best Banking Digital Signage Options and Why?

Posted by Emily Sweillam

November 5, 2013

Editor's Note: This is Part Three in our Banking Technology Buyer's Guide Series - a multi-part series devoted entirely to banking technology strategies, trends, and how to find the right equipment mix for your branch of the future. Read Part One here, and Part Two here.

Investing in new banking technology and digital signage is almost a given for a branch redesign project, but how do you choose the best options that will make an impact?

It seems effective digital signage is an elusive goal for many. The inevitable “I want better technology in my branch, but I don’t know where to start” is the most common phrase we hear when working with clients to shape their branch of the future.

So, how do you make sure to get it right and find your banking technology sweet spot?

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Topics: Banking Technology, Client Engagement

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About The Blog

We help financial institutions break the mold and improve their branch profitability and experience. And we openly share our knowledge rather than tuck it away for some secret strategic advantagea reason many of our clients come to us. This blog is our opportunity to write, teach and speak about what we do, and what we see happening across the banking industry.

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