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Cross Financial Group Introduction
1.
www.crossfinancial.com
800-566-3491 @crossfin © Cross Financial Group, Lincoln, Nebraska www.crossfinancial.com
2.
Business Planning
• Management and directors surveys • Employee and corporate culture surveys • Planning meeting facilitation • Competitive advantage assessments • Plan implementation and management – Action plan mapping © Cross Financial Group, Lincoln, Nebraska www.crossfinancial.com
3.
Mystery Shopping
• Customer experience management • Teller visits • New account inquiries • Telephone and in-person contacts • Website and online banking evaluations • Branch scorecard assessments © Cross Financial Group, Lincoln, Nebraska www.crossfinancial.com
4.
Staff Development
• Training resources – Customer service skills – Coaching and supervising – Sales and relationship building – Referrals and suggestive selling • Sales program planning • Goal setting and accountability • Conference and seminar presentations © Cross Financial Group, Lincoln, Nebraska www.crossfinancial.com
5.
ImageTrac© Customer Satisfaction
Survey • Satisfaction index analysis • Loyalty assessments • Demographic profiling • Index comparisons by office • Industry composite index • Mail and online versions © Cross Financial Group, Lincoln, Nebraska www.crossfinancial.com
6.
Research
• Telephone research • Focus groups – Customers and prospects • Customer advisory panels • Online surveys © Cross Financial Group, Lincoln, Nebraska www.crossfinancial.com
7.
Branding and Logo
Development • Name development and market testing • Logo design – Nomenclature systems • Brand management • Corporate standards manuals © Cross Financial Group, Lincoln, Nebraska www.crossfinancial.com
8.
Advertising
• Newspaper • Direct mail • Radio commercials • Billboards • Campaigns • Promotion planning © Cross Financial Group, Lincoln, Nebraska www.crossfinancial.com
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