Bank On It!

This interactive exploration of CRM (Customer Relationship Management) will inject your service managers with tools and abilities they can take to the bank.

This half-day workshop blends a keynote presentation along with hands on CRM workshop stations. Each station has a “mini challenge.” Each one of the mini challenges corresponds with a page in the participants “bank book.” The “bank book” is a take away resource that is jam packed with CRM learning as well as an interactive journal for the challenges. At the conclusion of each “mini challenge” participants are awarded prize money based on their level of successful completion.

The prize money is then exchanged for a lunch/snack/or prize table. At the conclusion our expert facilitators frame the days learning using an open space style-learning cafe.

Like any trip to the bank this event is an investment that pays long-term dividends.

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