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.
The Client Financial Review
Need an Agile, Flexible and Capable Workforce that Identifies and Meets All Current and Future Client Financial Needs?
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.
Breakthrough Product Knowledge for Tellers and Sellers
Helps employees improve their product knowledge, allowing them to develop a consultative approach to selling.
Breakthrough Service Performance
Increases workplace productivity by stimulating culture change, based on the notion that sales and service are inextricably intertwined
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.
Call Center Relationship Management Lab (Part Two)
Provides call center professionals sales training that develops consultative selling techniques.
Teaches proactive techniques for in-store branches that utilize product knowledge to provide consultative selling to clients, and increase the level of profitable sales.
The Perfect Hour for Tellers
The objective of the Perfect Hour is to guarantee that, for least one hour, tellers deliver perfect service to clients.
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.
Proactive Relationship Management Lab for Wealth Management
Provides wealth management professionals with training to deepen relationships with their clients and improve cross-selling.
Structured Time & Workflow Management
Teaches participants how to eliminate interruptions to increase time surplus and improve workplace productivity.
The OneBankism® Prospecting Lab
Introduces behavior change techniques to effectively break down organizational silos to create productive internal partnerships, improve performance, and increase profits.