Follow Me

Download Banking Client Success Story

For More Information Complete The Form Below

Client Success Stories

Trusted Advisor Sales Training 

This Credit Union needed assistance in developing a mortgage sales program.  We customized our Trusted Advisor program to focus on mortgage origination and their unique processes to originate.  The results have been outstanding.  This client went from originating about 4 loans per month to over 40 loans per month.  Their income has increased by over $80,000 per month with no additional costs.  Their customized sales training program was paid for within the first week.

Executive Coaching

This business client has engaged Visible Progess for executive coaching with 3 of their business executives.  In this program each executive was coached weekly for a 90 day period.  The goal of their program was to improve the strategic focus of that executive in order to assist them in taking their business unit to the next level of performance.  Within 6 months of completing the program, 2 of the 3 executives have been promoted to greater roles.  This client continues to engage with Visible Progress to help develop their executive ranks.

Customer Service Excellence

This banking client engaged Visible Progess in developing their customer service strategy and training for their new Customer Service Center.  Through the Customer Service Excellence program we helped this client define their service standards, set measurements and establish cross-sell goals.  The results have exceeded their expectations with the new Customer Service Center originating sales equal to 25% of their Banking Office production and  setting new standards for service within the organization.

Interim Executive

This client hired Visible Progress to fill the role of interim COO.  During that time, Tim was able to tranform several areas of the business operations that saved or earned the client in excess of $9 million.  Changes included:

  • Streamlining Operations
  • Renegotiating IT contracts
  • Introducing new products
  • Entering new lines of business
  • Negotiating with industry regulators
  • Obtaining new customers

The resulting ROI for this client exceeds 1,000%.

If you need progress like this, call us now.  Every moment you delay is costing you thousands of dollars.  These clients will attest to the fact this hiring Visible Progress to assist them was a GREAT decision. 

Our clients have saved or earned over $12 Million since we opened our doors in 2008!