Integrity Selling for Banking

Changing regulations, tighter margins and increased consumer demand could threaten your revenue potential. And while technology may be changing the playing field, it’s not what will keep your customers loyal. Now more than ever, your greatest opportunity lies in building value for your customers.

What Participants Learn:

  • Ways to establish trust and rapport so customers are comfortable sharing their sensitive financial information
  • Planning strategies to prepare – and anticipate – questions
  • Techniques designed to drive favorable outcomes by shifting from a transaction to a customer-focused mindset
  • Questioning methods to start a dialogue about financial goals and risk tolerance
  • How to translate product and service features into benefits for different decision makers
  • Importance of values, ethics, and beliefs, aka INTEGRITY
  • A simple framework for working through customer concerns

How We Work With You

Manager Overview


Interactive 1-2 Day Workshop

8-Week Sustainment and Accountability Program

Ongoing Support and Coaching

What Makes Integrity Selling® for Banking So Valuable?


A flexible process for having an organized, sales conversation


Highly interactive course dynamics


Content may be customized for increased relevancy


Workshop is reinforced with 8-Week Sustainment and Accountability Program plus Monthly Performance Accelerator Modules


Participants learn the value of ethical behavior in selling situations, vs. the hasty close

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Rise in individual and institutional trust

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Lower churn and higher wallet share

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Noteworthy increase in employee retention due to job satisfaction

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Significant impact to the top line

“When looking for transformational leadership and building an integrity based sales culture the Integrity program delivered beyond expectations. I have found the Integrity Solution’s programs to be the most effective and influential in delivering customer-centric, integrity-based solutions which have resulted in increased sales volumes, improved customer satisfaction and staff engagement.”

– Steve Nemeth, Auckland Regional Manager, TSB Bank

Our insights

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  • Can Better Questions Lead to More Wallet Share?

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We Can Help You INCREASE SALES FORCE EFFECTIVENESS. GROW YOUR ADVANTAGE. Create a value-driven sales process

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