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Techno-Behavioral Solutions®
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| Techno-Behavioral Solutions focus on maximizing performance at the three Techno-Behavioral interfaces:- Banker/Customer - Specialized training for interacting with clients and prospects both in person and by telephone while utilizing CRM technology
- Manager/Banker - Specialized training for managers to leverage CRM technology as a tool to support their leadership, management and performance coaching with bankers
- Manager/Manager - Specialized training for senior managers on how to lead and coach the managers who report to them for initial and ongoing success with CRM technology
We also provide specialized consulting services to ensure continuing returns on your technology investment. We can provide customized practice case scenarios for bank-specific CRM functionality, recommend methodologies for capturing and cross-pollinating CRM best practices, and assist with identifying, tracking, and improving CRM system ROI. A few program highlights include:- Senior Management Effectiveness Workshop - Communication, training, and involvement including personal commitments for leadership, management, and performance coaching during and after rollout
- Sales Management Effectiveness Workshop - Expectations for management implementation of concepts learned in the above training
- Banker Sales Effectiveness Workshop
- Banker Sales Effectiveness Workshop for Managers - The above banker training attended by Managers
To contact us for more information, click here. |
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