The OneBankism Prospecting Lab
Introduces behavior change techniques to effectively break down organizational silos to create productive internal partnerships, improve performance, and increase profits.
The OneBankism® Prospecting Lab was designed by Cohen Brown
Breaks down the traditional silos that exist in many firms and motivates employees and managers to operate as one diversified financial organization committed to fulfilling its clients’ total financial needs. This results in increased market share, share of wallet, revenue, client satisfaction and employee pride.
Virtually all financial organizations desire to capitalize on the their collective book of business and fully serve clients with all the expertise and value the organization can provide. Unfortunately, the “siloism” that exists in most financial organizations gets in the way of realizing these objectives and optimizing revenue for the firm.
The OneBankism Prospecting Lab breaks down the traditional silos that exist in many firms and motivates employees and managers to operate as one diversified financial organization committed to fulfilling its clients’ total financial needs. This results in increased market share, share of wallet, revenue, client satisfaction and employee pride.
In specific, participants learn how to:
- Overcome obstacles to operating as “one team” to fully serve clients
- Establish strategic partnerships across divisional line
- Identify opportunities outside of their own line of business and generate high quality primed referrals for other areas of the firm
- Follow-up on primed referrals provided to them by other lines of business