A Relationship Selling Process That Creates Effective Sales Managers and Generates Organic Revenue in Your Bank or Credit Union

Banking Solutions

How We Help You

Transform Our Sales Staff
Transform Our Sales Staff Into Relationship Builders

Transition your staff from order-takers and “product pitchers” to relationship builders and trusted financial partners.

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Turn My Managers
Turn My Managers Into Leaders and Coaches

Eliminate the biggest obstacle to sales performance: managers failing to effectively coach and develop their staff.

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Help Us Drive Business
Help Us Drive Business During Onboarding

Prevent your onboarding calls from turning into “product knowledge dumps” and mere courtesy calls. Get a better ROI from phone time.

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FInancial Wellness icon
Improve Customers’ Financial Health

Create a differentiated experience and generate revenue with staff that performs as financial coaches, truly improving your members’ or customers’ financial well-being.

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Banking Solutions
Increase Collaboration Between Business Lines

Break down silos to maximize your revenue-generating potential. Get your people to view customer or member relationships holistically and create business as a team.

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Rate Your Relationship Selling Culture

How well is your bank or credit union doing on building customer or member relationships? Rate your organization by answering these twelve questions.

How We're
Different

Don’t bother asking a conventional sales training company if they can deliver in these five areas. We’re really talking “apples and oranges” here.

Download Our
Free Whitepapers

Learn how to become a trusted financial partner, how to create customer or member advocates and how to get your best CRM/MRM ROI.

What our clients are saying...

  • I heard Barb speak at an ABA Marketing / Retail Conference where I was on the selection committee. She had one of the most highly ranked sessions and after hearing her presentation, I understand why. She’s not only an industry expert but also a talented and dynamic professional speaker.

    Ben Wathen, SVP, Retail Banking, Citizens United Bank, ABA Selection Committee Member

  • We've used a variety of consultants and your firm is the first one that correlated with a direct increase in sales. When we began we had one person in our $1 Million Dollar Loan Club. Now we have 15 people in the club and some are on their way to hitting $2 million.

    SVP Commonwealth Central Credit Union, CA

  • As a result of your outstanding process, I’m receiving three times the number of referrals before we began our Managing Customer Relationships program with you. Of our 38% asset growth last year, at least one quarter to half was due to the additional referrals.

    Raymond James Financial Advisor

  • I've been involved with a number of performance improvement companies in my career that were knowledgeable and enthusiastic about the results they promise. However, I would hire High Definition Banking® over any of them.

    SVP Trust and Investments, Town and Country Bank, IL

  • Without your valuable assistance I believe we couldn't have recouped an ROI from our significant investment in our new CRM software.

    EVP Freestar Bank (former) 

  • Don't miss Barbara at these upcoming conferences

    Financial Health - The Key to Customer Engagement

    ABA Bank Marketing Conference 2017

    ABA Bank Marketing Conference 2017

    September 24-26  – New Orleans, LA

  • Don't miss Barbara at these upcoming conferences

    Reach Out, Reengage, Redefine the Customer Experience

    ABA NCCB Community Bankers Conference 2017

    ABA National Conference for Community Bankers

    February 19-22 – Orlando, FL