#1 Improve operational efficiency and team buy-in
#2 Create your customer satisfaction & growth plan
#3 Become the leading financial institution in your market.
What’s the Cost?
What is iT costing you and your customers to not take action?
Most banks today are still not investing in the single most important key to their present and future success…
…relationship building skills. They simply try to hire good people, often with experience. They hope they bring the right things to the table, but reality is that they all have their own ideas of what relationship building looks like. They don’t have a clear way that their organization goes about the single most important activity that defines your success. They leave it to chance and hope that making good hires will get them there.
When you choose a defined relationship building process and teach it within your organization, you are building the foundational skills needed for success and to differentiate you in the market. It doesn’t need to be complicated or include dozens of hours of training, but it needs to be grounded in teaching the skills needed to learn about and understand your customers needs. Then solve those needs with your products and services. Add to that a consistent follow up plan so that you are present when the opportunity is right, and you’ll WIN their business most of the time. We help you lay out that plan and ensure that your processes and systems are aligned with your strategy. That way all that you do and provide, empowers your team to succeed at relationship building.
When you see the lights come on for your team as they experience the simplicity and friendliness of the relationship building approach in our Trusted Advisor process, and you see their excitement and enthusiasm as they overcome their fear of selling and see success, maybe for the first time, you’ll know you have struck GOLD. Your team members will become confident in their relationship building skills. You’ll see team members that never got beyond conversations about the weather, boldly ask clients about their finances, truly seeking ways to help your customers. As their confidence continues to soar, they will have these conversations throughout every aspect of their daily life. They will truly be ambassadors for your clients and your bank.
Banks that leave their customer relationship skill building to different leaders with different ideas or even worse to chance, rarely are known as good performing companies. When you don’t make this investment in your team, you will likely be known as an average performing bank at best and your clients will consider you to be just another bank. You’ll have a few strong team members that customers flock to account for most of your relationship growth and the rest will just be along for the ride, riding the coattails of a successful few. And your successful few will eventually tire of the constant pressure on them to perform while others just watch. You’ll either lose them, or worse yet, they may simply join the ranks of the watchers. Don’t leave your financial institution’s future to chance. Call us today.
Get outside expertise
We help you discover vital things you are not able to see.
REMOVE ALL DOUBT
Leave no room for doubt with your board, your team and your customers.
BECOME THE LEADER
Be the trusted advisor that everyone remembers as their guide to financial success.
If you are like so many other financial institutions that we work with, you are doing everything you can to make your customers and shareholders feel like they are your most valued asset during these challenging times. With every client we have talked to, however, almost every single one has overlooked a handful of vital questions, blind-spots and strategies simply because they are so familiar with their customers and processes that they inevitably miss some of the vital “trees for the forest”. When this crisis begins to lift and we help our communities climb out of the coming recession, will your customers and community remember you as the bright lighthouse that guided them through troubled waters to safer harbors, or will they remember you for missing the mark based on preventable oversight? At Visible Progress, we’re here to make sure you don’t drop a single ball.
During the housing market crash of 2008, we helped guide dozens of financial institutions from struggling and failure to steady growth and thriving. Today, those same financial institutions are rock-solid, fully-prepared and making visible, daily progress during uncertain times.
With over 45+ combined years helping banks, credit unions and financial institutions to create and implement strategies that bring daily, visible results, we can help you be the safe harbor that all of your customers are seeking.
Visible Progress, Visible ROI
The Visible Progress Difference
We have custom services from over 75 years in combined expertise to suit your specific strategic need.
- Marketing automation
- Smart autoresponders
- Automated 3D sales campaigns (SMS, ringless voicemail & emails)
- Appointment generation without cold-calling
- Customer relationship retention through smart-automation campaigns
CUSTOMER ENGAGEMENT MARKETING
- Web Marketing Strategy & Design
- Marketing Automation
- Facebook and Google Ad Strategies and Tactics
- New Account and Relationship Onboarding and Expansion Program
- Board, Executive, Departmental Plan Development & Execution
- Change Management Planning
- Program and Project Management
- Trusted Advisor – Developing,
Acquiring and Expanding Relationships
- Trusted Coach – Sales Management and Coaching
- Generating Leads and Referrals with Confidence
- Scorecard and Incentive Program Design
- Proactive Relationship Building Strategies
- Efficiency Analysis and Improvement
- Mortgage Operations Design & Improvement
- Loan Operations Consolidation
- Technology Implementations
- CRM Selection and Implementation
- Customer Experience Mapping and Design
- Universal Banker Implementation
- Program Design
- Job Design
- Compensation & Incentives
- Staffing Models
- Training & Onboarding
ALTERNATIVE SERVICE CHANNELS
- Customer Care Center Design & Implementation
- Customer Experience Mapping
- Customer Care Operating Standards
- Customer Care Staffing and Modeling
- Call Flow Automation and Routing
- Quality Assurance Management
- Relationship Building Best Practices
- Conversion Planning
- Product, People, Customer Impact and Compensation Mapping
- Employee Onboarding
- Conversion Relationship Expansion Strategies
- Employee Readiness Management
- Merger Communications
Over 60 years combined experience in banking, online marketing, automation and business development.
Tim Scholten – Founder & President – Visible Progress
Tim Scholten is a veteran banking executive and founder of Visible Progress. Based in Columbus, Ohio, Visible Progress is a leading consulting group that partners with financial institutions on smart strategic planning, immersive operations/systems review and inspirational change management. Guided by Tim’s expert hand, Visible Progress has earned a reputation for delivering exceptional return on investment while leading bankers through a variety of initiatives including bank launches, major systems launches and upgrades, strategic streamlining and cost-reduction projects and the development of top-notch call centers.
Diahn Hevel – Lead Banking Consultant
For over 25 years, Diahn Hevel has helped senior executives maximize the return on investments in their people. Her consulting and employee performance development practices focus on performance coaching skills and execution, organizational and talent development, sales management, and employee readiness for change initiatives. Client examples include Arvest Bank, Chase, C&F Bank, First Merit Bank, First Niagara, Frost Bank, Heartland Bank, Huntington Bank, M&I Bank, Nationwide Financial, Peoples Bank, Webster Five Bank, Wells Fargo Home Mortgage, and WesBanco Bank.
Aaron Schulman – Lead Digital Marketing / Brand Consultant
Aaron Schulman has been working as a strategic partner to many business owners in the areas of Internet Marketing, Web Development, Message Development, Social Media Marketing and Advertising, and Marketing Automation. With over 15 years of experience serving entrepreneurs, business owners, non-profits, start-ups, and large businesses improve their Marketing Message and Internet Marketing & outreach effectiveness, he enjoys helping businesses find hidden opportunities for market growth, improved communications and automation systems to help increase ROI while reducing costs for scalability.