The insight advantage main goal is to provide you with the skills to hold meaningful client conversations to uncover credit and treasury management opportunities.
Our bank has utilized eensight services for nearly 10 years by incorporating his training into our onboarding of new analysts and lenders. Read More
To identify, contact, relate and gather information from customers and prospects
To offer value added solutions to customers by matching their needs and concerns with the products and services offered by your financial institution
To demonstrate the ability to position your recommended solutions to your customers and prospects and be effective in closing
To discover cash management and financing opportunities by analyzing a business cash cycle and financial position
This Course Includes:
6-8 hours of learning
5 modules
Assessment at the end of each module
Final assessment
Requirements:
Prior knowledge is helpful, but not mandatory
PC/Laptop/Tab/Smartphone with internet access
Course Description:
The banking industry is constantly evolving, and staying ahead of the game is critical to your success. That’s why we’ve developed the Insight Advantage program specifically for bankers to enhance their skills and competencies and help them achieve their business goals.
Our goal with the Insight Advantage Program is to empower your bankers to cultivate and strengthen their business relationships, expand their portfolio, and optimize their cash management products and services while enhancing the credit process.
Our program utilizes a comprehensive four-step framework that elevates your bankers’ skills and expertise in identifying, engaging, and gathering information from clients and prospects, analyzing their cash cycle and financial position to identify financing opportunities, providing customized solutions that align with their needs and priorities, and effectively presenting and closing on recommendations.
Each module is designed to provide your bankers with the knowledge and skills they need to excel in their roles. Module 0 provides a foundation for understanding cash cycles and financial statements, while Module 1 focuses on researching and understanding your customers’ businesses.
Module 2 is all about sales conversations and building relationships, while Module 3 delves into cash management and financing opportunities. Finally, Module 4 focuses on offering value-added solutions and effective closing techniques.
At Insight Advantage, we’re committed to providing your bankers with the tools they need to succeed in today’s competitive banking industry. Contact us today to learn more about how our program can help your business grow and thrive.
Insight Advantage Program
Acquire, expand and add value to their current and future
business relationships.
Support the growth of their business portfolio and cash
management products and services.
Streamline the credit process from the branches to the
centralized underwriting department.