OneBankism®
The OneBankism® Prospecting Lab has one objective: increasing profitable sales by generating high-quality, primed, interdivisional referrals and converting those referral leads into booked business. OneBankism teaches how to break down organizational silos to create a common vision of meeting a client's total financial needs. The heart of the OneBankism process is increasing organizational teamwork by forming
partnerships amoung business units and divisions to ensure they support each other from the referral through to the sale. How-to techniques are instilled for generating high-quality, primed referral leads and for converting those leads into booked business.

OneBankism is a cornerstone Cohen Brown sales-and-service philosphy that enables all divisions and departments of an organization to work together to develop busniess opportunities and increase revenue by capturing greater share of wallet and market share while maintaining excellent client service levels. The OneBankism Prospecting Lab teaches

  • A unique and highly successful process for satisfying client and prospect needs by enabling bankers from all divisions and departments to work together to provide the full range of an organization's products and services
  • How to obtain commitments for reciprocal lead generation from both banker-to-banker and division-to-division levels
  • An effective step-by-step method for "selling" the OneBankism process to other divisions and bankers to ensure that all parties to the process synchronize their energies
  • The client-focused Cohen Brown Financial Needs Analysis Profile (FiNAP®) coupled with additional OneBankism-focused probes to enable bankers to identify the full range of clients' and prospects' financial needs
  • OneBankism-focused team closing techniques that enable bankers to prepare and close as a team
Learn more about Breakthrough Behavioral Embedding


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