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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 between 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 philosophy
that enables all divisions and departments of an organization
to work together to develop business opportunities and increase
revenues by capturing greater share of wallet and market share
while maintaining excellent client service levels.
The OneBankism Prospecting Lab teaches:
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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. |
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How
to obtain commitments for reciprocal lead generation from
both banker-to-banker and division-to-division levels. |
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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. |
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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. |
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OneBankism-focused
team closing techniques that enable bankers to prepare
and close as a team. |
See more Cohen Brown Training Solutions. |
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