Our front-line solutions provide the sales and service training needed to improve lead generation, change behaviors, and improve consultative selling to increase sustained performance with results.
Maximizing Client Needs Met at Brand New Client Account Openings (NAOs)
Wow clients and differentiate the organization with the superior service and help bankers provide to clients to meet their needs.
Proactive Relationship Banking
Teaches sales training techniques to increase profitability by generating referrals, developing new relationships, and providing first-class service to existing clients.
Breakthrough B2B Banking
Develops skills necessary for client acquisitions, relationship management, and retention. The program focuses on sales training skills for the business-to-business sector.
Call Center Relationship Management Lab (Part One)
Teaches call center representatives and their managers consultative selling techniques to effectively assess client needs and provide a warm hand-over to other departments.
Proactive Relationship Management Lab for Portfolio Banking
Provides relationship management training to improve bankers’ ability to understand their clients’ needs, goals, and objectives while widening the scope of the relationship.
The OneBankism® Prospecting Lab
Introduces behavior change techniques to effectively break down organizational silos to create productive internal partnerships, improve performance, and increase profits.