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

Pre-Work

Interactive 1-2 Day Workshop

8-Week Sustainment and Accountability Program

Ongoing Support and Coaching

What Makes Integrity Selling® for Banking So Valuable?

1

A flexible process for having an organized, sales conversation

2

Highly interactive course dynamics

3

Content may be customized for increased relevancy

4

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

5

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

Sales Icon

Rise in individual and institutional trust

Sales Icon

Lower churn and higher wallet share

Sales Icon

Noteworthy increase in employee retention due to job satisfaction

Sales Icon

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

  • The Most Opportune Time Ever For Changing Organizational Culture

    There’s never been a better time to step up to more transformative culture change — to increase transparency and shift the culture with a greater focus on customers, employees and…

    Read Now
  • How Banks Can Crack the Code on Employee Engagement

    Top performing banks are the ones who always seem to go the extra mile to deliver memorable customer experiences. The banks’ customers are engaged, buy more, stay longer, and recommend…

    Read Now
  • Can Better Questions Lead to More Wallet Share?

    With some specific sales team training, you can help increase your team’s questioning confidence and bridge the gap between service and selling. Every week, a customer comes into the bank…

    Read Now

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

We're Here to Help