Changing regulations, tighter margins and increased consumer demand could threaten your revenue potential. And while technology may be changing the playing field, it’s not what will keep your customers loyal. Now more than ever, your greatest opportunity lies in building value for your customers.
What Participants Learn:
Ways to establish trust and rapport so customers are comfortable sharing their sensitive financial information
Planning strategies to prepare – and anticipate – questions
Techniques designed to drive favorable outcomes by shifting from a transaction to a customer-focused mindset
Questioning methods to start a dialogue about financial goals and risk tolerance
How to translate product and service features into benefits for different decision makers
Importance of values, ethics, and beliefs, aka INTEGRITY
A simple framework for working through customer concerns
How We Work With You
What Makes Integrity Selling® for Banking So Effective?
A flexible process for having an organized, sales conversation
Highly interactive course dynamics
Content may be customized for increased relevancy
Workshop is reinforced with 8-Week Sustainment and Accountability Program plus Monthly Performance Accelerator Modules
Participants learn the value of ethical behavior in selling situations, vs. the hasty close
“When looking for transformational leadership and building an integrity based sales culture the Integrity program delivered beyond expectations. I have found the Integrity Solution’s programs to be the most effective and influential in delivering customer-centric, integrity-based solutions which have resulted in increased sales volumes, improved customer satisfaction and staff engagement.”
-Steve Nemeth, Auckland Regional Manager, TSB Bank