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Check the boxes for the tools you’re interested in. After you submit your request a new page will load with links to the tools selected. If you request the complimentary coaching call, please remember to enter your phone number at the page bottom and we’ll contact you.
This 45-60 minute call will help you assess what your bank needs to do to strengthen relationships, build loyalty and grow business with existing customers. You may also invite another senior colleague.
An abridged version of a structural tool from our Relationship Management Skills Program used to capture critical customer information, enable staff to better manage the customer relationship and pre-call plan future contacts with the customer.
How well is your bank or credit union doing on building customer or member relationships? Rate your organization by answering these twelve questions.
TAKE THE ASSESSMENT