Creating a Seamless Accountholder Experience: Culture, Service, Retention 2023 | Community Bankers Webinar Network | 8 June 2023 | Webinar

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. 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.

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

2023 Speaker

PRESENTOR:

Tim Tivis
Owner/ CEO, The Pinnacle Training Group