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Cross Financial Group Introduction

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Brief descriptions of Cross Financial Group services

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Cross Financial Group Introduction

  1. 1. www.crossfinancial.com 800-566-3491 @crossfin© Cross Financial Group, Lincoln, Nebraska www.crossfinancial.com
  2. 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. 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. 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. 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. 6. Research • Telephone research • Focus groups – Customers and prospects • Customer advisory panels • Online surveys© Cross Financial Group, Lincoln, Nebraska www.crossfinancial.com
  7. 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. 8. Advertising • Newspaper • Direct mail • Radio commercials • Billboards • Campaigns • Promotion planning© Cross Financial Group, Lincoln, Nebraska www.crossfinancial.com

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