Customer Profile and Discovery Tool and Publications
Thank you for requesting to download of our informative white papers and other publications as well as our useful customer profiling and discovery tool. We use a Profile Tool in our customer relationship building training as part of the process of teaching participants to engage customer in deeper conversation and discover customers’ financial needs and goals.
- Customer Profile Tool
- Financial Wellness – Are You Missing a Growth Opportunity?
- Measuring Financial Well-Being: A Guide to Using the CFPB Financial Well-Being Scale
- The Banking Relationship Management Experience — A Strategy for Becoming a Trusted Financial Partner
- An Emotional Connection Matters More than Customer Satisfaction
If we can answer any questions on use of the member profiling tool or content in the white papers, please call (858) 674-5500, ext 101 or click the Contact Us button below.