Algario
www.algario.com
Toronto, ON
416-865-9200
Algario increases the productivity at every stage of the sales and service process with a unique ‘Applied Learning’ program resulting in a profound impact on profitability.
Anthony Cole Training Group
anthonycoletraining.com
Cincinnati, OH
513-791-3458
The financial industry’s source for revenue growth, specializing in sales talent acquisition and development for financial services companies. We utilize data-driven research to help companies build a Sales Managed Environment®.
ARGO
argodata.com
Richardson, TX
972-866-3300
ARGO helps financial institutions reach the right customers, through the right channel, at the right time, and with the right offer. Our solutions monitor customer events, predict customer behaviors, recommend actions, and provide proactive alerts. They also help determine staffing needs, deliver training at the desktop, and foster superior customer experiences.
Azeus Convene
www.azeusconvene.com
Hong Kong
1-800-795-2024
Convene by Azeus Systems is the multi-awarded board management software used by Fortune 500 companies, BFSI organizations, and nonprofits in over 100 countries.
Bloomfire
bloomfire.com
Austin, TX
877-483-2777
Bloomfire’s knowledge engagement platform provides financial brands a central, searchable hub for employees to engage with shared knowledge and insights, access info needed to excel in their jobs and grow their organization’s collective intelligence.
Clarity Advantage
clarityadvantage.com
Concord, MA
978-369-4755
Helping banks and credit unions generate more profitable relationships, faster, with small business households through consulting, training, change management, and coaching branches, field sales, and call center sales and service teams.
CoreLogic
www.corelogic.com
Irvine, CA
800-426-1466
Originate more mortgage, auto and business loans… faster. Reach new customers. And gain more business from your existing customer base.
Customer Service Profiles
www.csp.com
Omaha, NE
402-399-8790
Customer Service Profiles (CSP) is a leader in customer satisfaction research and performance management by designing, implementing and overseeing customer experience management programs that incorporate your customers.
DoubleDigit Sales
www.doubledigit-sales.com
New York, NY
212-461-3195
A sales and service training firm with significant credit union/banking and financial services industry experience. We focus on helping branch managers drive sales management disciplines, and we help bankers grow wallet share.
The Emmerich Group
www.emmerichfinancial.com
Minneapolis, MN
800-236-5885
Culture coaching. Sales and service consulting.
Engageware
engageware.com
Tewksbury, MA
978-654-6800
Engageware gives banks, credit unions, financial advisors and retailers best-in-class solutions to connect with customers regardless of channel.
Extraco Consulting
www.extracoconsulting.com
Waco, TX
254-751-8842
A subsidiary corporation of Extraco Banks delivering turn-key training, strategic planning, process refinement and branch transformation solutions. With 130 years of experience, we can evaluate, streamline, and implement a customized model with quantifiable results.
FlowTracker Analytics Inc.
www.flowtrackeranalytics.com
Toronto, Ontario, Canada
1-888-568-2443
We turn data into actionable insights, helping credit unions and banks accelerate organic growth. Our clients gain better growth targeting, understanding of customer behavior dynamics, deeper product intelligence and smarter sales analysis.
International Association of Financial Management (INTERFIMA)
www.interfima.org
Luxembourg
+352 661 519 081
Professional and executive development organization.
Invensis Inc.
www.invensis.net
Wilmington, DE
302-261-9036
Invensis Inc is a leading IT-BPO service provider that has been empowering clients worldwide to achieve business transformation and growth through its services that boost process and operational efficiencies.
Leadfusion
www.leadfusion.com
San Diego, CA
877-205-9825
Customer acquisition, onboarding, cross-selling and retention programs.
Micronotes
www.micronotes.com
Cambridge, MA
617-401-2175
Micronotes is a digital sales company that partners with financial institutions and their customers to radically improve the productivity of cross-selling online using big data analytics and one-on-one interviews.
Omega Performance
www.omega-performance.com
Arlington, VA
703-558-4440
Established in 1976, Omega Performance partners with lending organizations of all sizes to provide high-impact credit training that empowers associates with the skills needed to grow the volume and quality of their loan portfolios.
Quest Analytics
www.quest-analytics.com
Pittsburgh, PA
412-347-0386
A financial services technology and consulting company helping banks and credit unions expand existing relationships using customer behavioral analytics to identify new sales, service, and retention opportunities.
SeeEverything
seeeverything.com
San Diego, CA
858-736-1250
SeeEverything’s Observational Coaching solution improves customer experience, front-line employee engagement, and sales & service performance by transforming the way your managers collaborate with their front-line team members.
St. Meyer & Hubbard
smandh.com
Elgin, IL
847-717-4328
Creating measurable and lasting improvements in sales force performance for banks and credit unions.
StrategyCorps
www.strategycorps.com
Brentwood, TN
888-577-6933
Checking account marketing and sales, product design and relationship profitability analysis.
Support EXP
www.supportexp.com
Centerville, OJ
800-444-5465
Support EXP is the pioneer in performance optimization and a results-driven catalyst in measurement, metrics, analytics, coaching and training for transforming service and sales performance for the financial services sector.
The CorePoint
www.thecorepoint.com
Omaha, NE
402-699-9509
The CorePoint provides the CoreCD® pricing and sales platform to financial institutions across the country. F.I.s use the system to grow retail deposits, increase profitability, improve employee engagement, and enhance client experience.
Syandus Inc.
www.syandus.com
Exton, PA
610-321-2500
Syandus brings training to life with responsive 3D Virtual Colleagues, Coaches, and Customers. Engage your learners in realistic situations with real-world decision-making, and dynamic conversational coaching.
Travitor
www.travitor.com
Henderson, NV
702-818-1189
An e-learning management solution for employees that gives credit unions centralized control over assessments and instructor-led classes.
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