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Strategic Plan and Activation for Financial Institutions

For Business Owners     

Helping Your Financial Institution Get More Customers and Keep them Happy!

We help financial institutions be the leaders in their market through proven business development strategies.

Equip your team.

Grow your customer base and customer satisfaction.

Become the leading financial institution in your market.

What is it costing you and your customers to not take action today?

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.

Seize this once-in-a-lifetime opportunity to be the bank that everyone remembers and trusts.

Get outside expertise to help you discover vital things you are not able to see.

Leave no room for doubt with your board, your team and your customers.

Be the financial institution that everyone remembers as guiding them to safe harbors during difficult times.




Create your Ideal Strategic Plan.  Get 100% team buy-in.  Retain customer loyalty while protecting your valuable reputation.  Move forward confidently while the rest of the world is in “pause mode”.

How is Visible Progress different?

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.

About Visible Progress

Tim Scholten is a veteran banking executive and founder of Visible Progress.

During the 2008 housing market crash, Tim led dozens of banks and credit unions through insurmountable challenges to ensure that they not only survived the crisis, but thrived once our country came through the crisis.

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