Creating a Seamless Accountholder Experience: Culture, Service, Retention

Frontline & New Accounts Human Resources IRA & HSA Lending Marketing Sales & Specials

On-Demand Webinar

StreamedJun 8, 2023Duration90 minutes

Unlimited & shareable access starting two business days after live stream
Available on desktop, mobile & tablet devices 24/7
Take-away toolkit
Ability to download webinar video
Presenter's contact info for questions

See Registration Options

Make your accountholders your biggest fans!

Ensure their interactions with your financial institution are smooth, friendly, and seamless. There’s no better advertising than word-of-mouth. Learn how to achieve success with every interaction.

AFTER THIS WEBINAR YOU’LL BE ABLE TO:

Define your culture-speak – why you do what you do and how to deliver the seamless message
Determine accountholders’ preferences and identify the preferred delivery of their experience
Implement the “four Ds” to the seamless experience – every level, every role, every day
Unlock the keys to long-term favorable retention
Employ the exponential power of referrals and learn how to get them

WEBINAR DETAILS

Seamless…a series of events so smoothly performed that one part cannot be distinguished from another, from beginning to end. In today’s uncertain times, accountholders are searching for certainty. Your ability to deliver confidence and trust across your entire enterprise will bring exponential value to your organization. To ensure success, every encounter with existing and potential accountholders must convey that you are the provider of choice. The experience must be seamless from start to finish!

WHO SHOULD ATTEND?

This informative session is designed for frontline staff, accountholder service representatives, and managers.

TAKE-AWAY TOOLKIT

C.L.I.E.N.T. system: easy step-by-step approach to deliver a seamless experience
Customized script template to engage accountholders
Case study of actual event designed to help you discover and deliver personalized solutions
Employee training log
Interactive quiz
PDF of slides and speaker’s contact info for follow-up questions
Attendance certificate provided to self-report CE credits

NOTE: All materials are subject to copyright. Transmission, retransmission, or republishing of any webinar to other institutions or those not employed by your institution is prohibited. Print materials may be copied for eligible participants only.

TESTIMONIALS

"We are working on improving our branch engagement. This webinar is very relevant. Establishing a relationship with every person that steps into the branch, earning their trust so we can offer sensible advice. The client promotion system and script templates are great! Thank you, Tim!"

- Deborah, Horizon Bank