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Financial Execs Weigh In: Top 10 Most Wanted Tech Upgrades

Posted by Laura Ory

November 8, 2016

In future branch designs, banks and credit unions expect to make some major tech upgrades, according to survey data shared in our recent webinar: Budgets, Boardrooms and Branch Optimization.

What tech elements were voted “most likely” to be added to branches? Check out the list below:

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Topics: Software, Cash Automation, Retail Banking, Banking Equipment, Banking Technology

Goodbye Teller Lines, Hello Tablets! 6 Ways Tablets Can Boost Branch Sales and Service

Posted by Laura Ory

September 21, 2016


Tablets are about to do a lot more than entertain cats, if financial institutions get their way.

A sweeping 92 percent of financial industry panelists who participated in Celent’s 2015 Branch Transformation Research Panel survey said they expect tablets to be highly or extremely likely to be used by front line staff in the future.

Why? According to Celent’s follow-up survey and report, The Tablet Stampede: How Branches Will Change in the Short Term, some see tablets replacing some or all desktop computers in branches, reducing costs and creating a more open and inviting space. And many believe they can be a helpful tool for more efficient service and sales.

But how exactly are banks currently using or planning to take advantage of the handy tablet? Here are six ways tablets can be put to use in the branch.

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Topics: Banking Technology, Software, Client Engagement

Transforming the Client Experience with Remote Transaction Assist

Posted by Jaci Janes

February 9, 2016

You're traveling through another dimension, a dimension where your associates are no longer handcuffed behind the teller line and your cash dispensers and recyclers are available to all of your service representatives. A journey into a wondrous land of Universal Associates, open branch floor plans and a superior client experience.

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Topics: Banking Technology, Banking Equipment, Software, CFM, Cash Automation

OPTIMIZE YOUR CASH INVENTORY—AND FREE UP THAT EXTRA SPACE INSIDE YOUR BRAIN

Posted by Emily Sweillam

November 27, 2015

You’ve been in the banking industry since forever. And now, you’re a walking encyclopedia of facts and figures about your branch. You’re the go-to whenever anyone needs data on the spot.

There’s a cure for that. It’s called iQ™ analytics. And, no offense, but it’s more reliable—and scientific—than the anecdotal information crowding that space in your head.

Take, for instance, how much cash you’ll need to order for the upcoming holiday cycle.

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Topics: Software

Desert Schools Federal Credit Union Deploys CFM to Power Cash Automation Integration with Corelation

Posted by Emily Sweillam

October 13, 2015

300,000+ member, $3.7 billion dollar Arizona credit union streamlines the operations of 70+ cash automation devices by using CFM to integrate into Corelation’s Keystone Platform

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Topics: DBSI News, Software

CFM Posts Astonishing Growth of 219%, Named One of the Nation's Fastest-Growing Companies by Inc. Magazine

Posted by Emily Sweillam

August 21, 2015

CFM is catching fire in the U.S. and continues its momentum in the financial software spaceannouncing record revenue growth of 219%.

Banks and credit unions of all sizes have embraced our hardware-agnostic approach to integrating cash machines and cores, leading to a stunning revenue surge over the past three years. The 2015 Inc. 5000 rankings place us at No. 1820 among 5000 privately owned businesses on the rise in the U.S.

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Topics: Banking Technology, Retail Banking, Branch Transformation, Banking Equipment, Retail Strategies, Software

Holy Cash Automation! Join Us at the "Flying Monkey Show."

Posted by Emily Sweillam

August 14, 2015

What’s almost as cool as sliding down the Batpole at our Ideation Center in Chandler, Arizona?

Seeing, and possibly sitting in, the Batmobile, of course.

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Topics: Banking Technology, Branch Transformation, Banking Equipment, Software

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

Branch Transformation—there's more than just an outdated building holding you back

Posted by Emily Sweillam

April 30, 2015

Remember when phones used to be connected to a cord? When the only option to talk with someone meant sitting in one spot—held to as far as that cord could reach?

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Topics: Banking Technology, Branch Transformation, Software

Get the Most Out of Your 2015 SymEast Conference Experience

Posted by Emily Sweillam

April 8, 2015

With rising costs and declining foot traffic, credit unions must find creative and innovative ways to make their branch experience more engaging.

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Topics: Software

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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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