Member 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 member profiling and discovery tool. We use a Profile Tool in our member relationship building training as part of the process of teaching participants to engage members in deeper conversation and discover members’ financial needs and goals.
- Member Profile Tool
- The Banking Relationship Management Experience
- Financial Wellness – Are You Missing a Growth Opportunity?
- Are You Ready? Preparing to Take the MRM Plunge
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.