Creating a Seamless Accountholder Experience:  Culture Service Retention

Thursday, June 8, 2023 
3:00 pm – 4:30 pm Eastern

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

SPEAKER

Tim Tivis, Pinnacle Training Group
 
Tim Tivis is the founder and CEO of Pinnacle Training Group, which specializes in sales, leadership, business development, and staff performance training. A successful entrepreneur for over 37 years, Tim has established businesses in financial services, data management software, training, and consulting. 

Tim has developed hundreds of hours of training materials, including three books and six video training series, and has successfully worked with numerous industries, especially banking and financial services. He has written numerous articles, including for the Texas Independent Banker and the Entrepreneurial Exchange. Currently, Tim is an instructor in the Rawls College of Business at Texas Tech University, teaching business development and interpersonal skills development to master’s and undergraduate students.

Attendance verification for CE credits provided upon request.

Webinar Sponsored by Financial Education & Development

If you are having issues with registering online, please contact CBAO's Education, Training & Special Events Coordinator, Malia Widder, (614) 610-1877.