Rate Your Relationship Culture

Print Friendly
Fields marked with a * are required.

Banking Relationship Culture has both a technology factor (CRM software) and a people factor. We define the people factor as “the process of expanding relationships with an assigned list of existing customers or members by uncovering their needs, goals, dreams and aspirations over time and building a profile in your CRM system (the software)”. It requires proactive and periodic outreach, building trust and avoiding product pitching. This approach results in loyal advocates, referrals and increased business generated as a result of consistent follow-up.

Evaluate Your Relationship Building Program on The People Factor

How well is your organization doing on building customer or member relationships? Rate each statement on a scale of 1 to 4 with 4 being most true and 1 being least true. Enter your rating in the box below each statement. Your score will be instantly tabulated as you check each box.

Total: 0

Excellent 37 to 48 You're doing pretty well on your own
Good 25 to 36 Could be room for fine-tuning. Let’s talk
Fair 13 to 24 Definite benefit in chatting with us
Poor 0 to 12 Fill in the boxes below and hit “Send” immediately