Source Technologies to Present at the Southeastern Credit Union Regional Users Group Conference

CHARLOTTE, N.C. – March 16, 2016 – Source Technologies, a leading provider of integrated solutions for managing financial transactions and other secure business processes, announced that Tim Baker, Executive Vice President and CTO, and Suzi McNicholas, Vice President of Marketing, will present on “Today’s Branch of the Future” at the Southeastern Credit Union Regional (SECURE) Users Group Conference on Thursday, March 17, 2016 at Tropical Financial Credit Union in Miami, Fla. Click to Tweet

The industry is rife with talk of “The Branch of the Future,” but the truth is, it’s happening right now. During the session, Baker and McNicholas will discuss how credit unions can transform their branch channels to be more efficient and effective as a sales and member service channel while empowering members to decide how they want to bank.

For example, Source Technologies’ Personal Teller Machine is an in-branch, self-service retail banking kiosk solutionthat enables members to conduct 90 percent of transactions traditionally handled by the teller. The Personal Teller Machine also supports tablet assistance, which enables branch employees to step in and operate the kiosk via tablet if needed. In this model, a credit union’s staff can better serve as “universal bankers” who focus on sales and service rather than just conducting routine transactions.

“Credit unions across the U.S. are re-assessing their branch strategies in an effort to reduce costs while maximizing member engagement,” said Keith Hamilton, President and CEO of Source Technologies. “The key to doing so is embracing modern technologies that automate transactions historically handled by tellers, so that these tellers can fulfill more consultative roles and focus on member service.”

As the head of Source Technologies’ IT group, engineering and software development teams, Baker’s focus includes developing solutions to help the company’s customers mitigate their risk of fraud and vastly improve secure business processes while cutting costs. After joining the company as the director of IT, he was promoted to Vice President of IT before being named executive vice president and CTO. Baker also previously worked in IT at Eastman Kodak and Beltex Corporation prior to joining Source Technologies.

McNicholas maintains the company’s marketing strategy including position initiatives, lead generation and branding. McNicholas’ experience includes several roles within the financial industry such as marketing manager, corporate communications manager and finance industry coordinator. Although a majority of her career has been with Source Technologies, she has also led the marketing initiatives at Customer Effective and Dynacast International.

About Source Technologies

Founded in 1986, Charlotte, NC-based Source Technologies is redefining the branch channel by helping banks transform their branches with automation, innovative technology and superior engineering. The company’s print solutions empower businesses to automate the secure printing of sensitive information and negotiable documents, and its ground-breaking transactional and interactive kiosks for self-service and retail applications enhance the self-service experience. Customers include 6 of the Top 10 US banks, 69 of the Fortune 100, and thousands of small and mid-sized companies.  For more information, visit, or follow them on TwitterLinkedIn, and Facebook.

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