Industry Insights

goal setting

Achieving Your Goals For The Year

So, you’ve had your strategic planning session and you’ve set your goals. Now it’s time to figure out how to reach them with a solid plan and then put the plan into action.

As you’re developing that plan, the first step is to break the goal down into monthly and then daily goals. Small, easy to chew bites. Depending on the goal, that might be as simple or it might be as complicated as…

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performance ranking

Enhancing Performance – Increasing The Outputs That Matter

People like to be busy, have a full plate, many irons in the fire, up to one’s ears in to do lists; but how much do they accomplish? Is your staff actually productive, or just busy?

Productivity starts with goals. Setting goals helps with maintaining energy and focus. This leads to greater engagement, intrinsic motivation and both quality and quantity output.

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bank teller with COIVID-19 PPE

Employee Engagement During A Pandemic


Retaining your employees is an ongoing challenge for many banks. While this may have dropped in priority while dealing with the coronavirus pandemic, it must be kept top of mind to be successful as we work through reopening. In order to keep your employees healthy, happy, and engaged…

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customer getting great service


Put YOUR Service to the TEST Just as Lumiere, in Beauty and the Beast (Disney 1991), was excited to have Belle to serve; so, should your front-line people be excited to serve your clients.  Providing the right financial solutions is more than just a concept – it is a pledge to help improve their financial…

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What Does Excellent Customer Service Look Like NOW? With the current Covid-19 pandemic situation of Safer at Home and business modifications, how do you maintain as an essential business? Here are 3 quick tips to help you thrive in the midst of chaos.

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The Value of Mystery Shopping

It’s A Mystery! How Are We Doing?

Louis Vincent Gerstner Jr. is an American businessman, best known for his tenure as chairman of the board and chief executive officer of IBM from April 1993 until 2002. He is credited with the quote, “People don’t do what you expect but what you inspect”. Like Sherlock with his magnifying glass…

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