You've heard the term Universal Associate; or at least some version of it. Whatever you call them, they are cross-trained associates that remove the silos of your in-branch service experience by eliminating the role of teller and banker and combining them into one all-powerful associate. However, it isn't just as easy as giving your current staff a new title and sending them on their way to assist clients with transactions, account management, etc. You can provide these new associates with all the training in the world, but without the right tools to make their new job possible, they will not be able to deliver to your excellent standards.

(However, in all seriousness, training is one of the most important parts. It is a non-negotiable in our opinion. We just recommend that you complete the training after you give them the tools they need to do the job!)

Have you heard of Nomadix, the Universal Associate Tablet Interface?

And speaking of the right tool, NOMADIX is the only tablet interface built specifically for universal associates to easily move around the branch and seamlessly complete transactions or advise clients from anywhere.

Watch the video below to learn more!