Your Competitive Advantage

MAKE CLIENT EXPERIENCE

Create clients for life by deepening relationships and providing exceptional client journeys.

Outdated branch service models are costing you market share.

Frustrated by branch staff that’s unengaged which means delivering inconsistent client experience?

Do siloed departments damage your client relationships?

Are your legacy systems hindering personalized service?

You’re Not Alone

Most financial institutions face challenges balancing legacy processes and lack of consistent branch standards with innovative, personalized client experiences.

We’ve guided institutions just like yours in defining and implementing client standards to create deeper relationships and better communication resulting in happier clients and measurable growth.

Your Institution’s Growth Depends on Exceptional Client Experiences.

With deep experience in client experience, we help teams build systems of care that turn transactions into trusted relationships.

Elevate Client Experience Beyond Basic Service With

Sync’d Sessions

Developing foundational standards across your institution will help you create exceptional client experiences not just good customer service deepening relationships and increasing share of wallet and loyalty.

What Your Sync Session Includes

6 Comprehensive Modules

Once a month for six months receive an in depth training with everything you need to share across your organization (up to 5 individuals can take the training, additional cost for additional seats)

Monthly 1:1

Monthly 30 minute sessions with each individual involved in syncing up your institution through these sessions

Downloadable Facilitator Resources

Each month you’re given the tools you need to train the rest of your team

Brand Training Materials

Want the material branded - we can do that!

Lifetime Access

This training is yours to use forever and ever.

Work Sheets

To use with your teams within the branch network.

Modules

This training is structured to provide you with everything you need including 1:1 support to raise the service standards of your institution to a level of “unreasonable hospitality.” 

  • Customer Service & Open-Ended Questions

    • Focus: understanding your institutions core service standards

    • Learning to ask open ended questions

    • Practice Conversations: transitioning from transactional to relational conversations

    • Focus: empathy and active listening skills aligned with your institutions core values and standards

    • Techniques for active listening to deepen understanding

    • Practice conversations to understand client situations and feelings

  • To Cross-Sell & Deepen Relationships

    • Focus: recognizing and responding to cues

    • Leveraging product knowledge to offer tailored solutions

    • Practice conversations to cross sell additional financial products during routine transactions

    • Focus: identifying, addressing, and resolving common client objections

    • Effective strategies for conflict resolution and difficult conversations

    • Practice conversations to turn objections into opportunities and handling challenging interactions

    • Focus: digital service standards and client expectations

    • Engaging in assisting clients in adopting digital banking services

    • Practice conversations to assist clients as they navigate digital services

    • Focus: building trust and demonstrating integrity in interactions

    • Reinforcing confidentiality and maintaining trust

    • Practice conversations involving sensitive or complex financial topics

Meet Your Facilitator

Marketing Strategist / Messaging Guide / Business Growth Partner

I’m Lisa, Founder of Sync’d Strategies. I help overwhelmed business owners and marketing directors stop guessing at what to do and finally connect the dots.

From auditing what you’re doing (or not doing), to building out a strategy overview with a clear message, defined audience and tactical action plan, I work with you to create a roadmap that brings structure, clarity, and momentum.

My approach is defined by building a strong foundation not creating fluff — because you deserve marketing that works.

  • Clay Conner — Infomedia

    "Lisa had an energy as she facilitated our workshop that helped our team align on a message for our company, Infomedia. Lisa asked questions, threw out ideas and supported us as we worked to get a simple, clear message that would resonate with our clients. We enjoyed ourselves and were so delighted with the result that we now use Lisa with companies that come to us and need to work on their message. She’s part of the initial work clients do when they begin their website redo.”

  • Andy Prewitt — Vice President, The Prewitt Group

    "Our team not only enjoyed the strategic process with Lisa, but gained so much valuable insight as to our brand and mission as a company. We came away with more than just our value proposition, but also truly defined the story of our firm, our “why” and a solid brand promise - priceless pieces that are invaluable to our long term goals. We are a better brand because of our workshop experience with Lisa!"

  • Sonia Blumstein — Oakworth Capital Bank

    "Lisa’s approach converted my old-school, 50+ page marketing plan into a one-page executive overview. I now use this with all company leadership for more successful planning and higher-level conversations. This keeps my internal stakeholders out of the weeds and allows them to focus on the big picture. Tactical plans are now where they should be – out of the executive conversation and housed in the marketing’s team project management software.”

Is The Sync Session Right For You?

You’re ready for your frontline to deliver consistent exceptional service experiences

✓

You want written standards and expectations that everyone is trained upon and it becomes ingrained in your culture

✓

You are striving to increase share of wallet and improve your retention rate

✓

You’re committed to investing the time and the work it takes to deliver unreasonable hospitality to your account holders

✓

You know if you don’t do this, you will continue to lose market share

✓

SYNC’D

Basic

Get the material without personalization or individualized support.

✓ 6 modules with presentation from which to train

✓ Branch handouts for each module

✓ Practice Conversations included in each module

✓ Not individualized or brandable to your institution

✓ No 1:1 calls

SYNC’D

Plus

Personalized for your institution with monthly training call but no individualized calls or ongoing support outside monthly call.

✓ 6 modules with presentation 

✓ Monthly training call for up to 5 participants (1 hour in length)

✓ Branch handouts for each module

✓ Practice Conversations for each module

✓ Brand the program with your institutions logo

✓ No 1:1 calls

SYNC’D

For You

Personalized with monthly training, 30 minute 1:1 calls each month and ongoing monthly support for six months.

✓ 6 modules with presentation

✓ Monthly training call for up to 5 participants (1 hour in length)

✓ 1:1 30 minutes calls each month for up to 5 individuals

✓ Branch handouts for each module

✓ Practice conversations for each module

✓ Brand the program with your institutions logo and incorporate your product set into training

Frequently Asked Questions

  • Each module is a one hour training session for the trainers or if you’re a smaller institution for your branch managers. Individualized training and branch practice conversations are at the discretion of the institution, however, a commitment to incorporate this information and practice within the branch is an ongoing everyday endeavor. Additionally, if you purchase support, a 30 minute 1:1 call each month for up to 5 participants is included for individualized attention.

  • The Sync’d For You training will use your product specifics in training and practice conversations. If you purchase the Basic then there is a set of common service standards already incorporated into the package. In the Plus model, you can brand the information and your service standards can be incorporated but your product specifics are not.

  • No, the point of the 1:1 calls is to develop a relationship with a regional or district manager and the case of smaller institutions a branch manager and work with them on the training and to help them solve or work through challenges they are having with their teams.

  • Once you purchase the materials at a Basic level, you may do with it what you’d like. The information is sent to you in a pdf format. If you wish to tweak the information then you are welcome to do so but it is not something done by Sync’d Strategies. If you purchase the Plus level, it will be branded with your institutions logo and then sent to you in a pdf. Only at the Sync’d Session level is customization provided.

  • If you purchase the Basic plan, then you will receive a folder with all the information and instructions for implementing the program. The Plus level will take up to 30 days to personalize for your institution. The Sync’d For You level is done on a monthly basis as each month is individualized for your institution. 

  • Sync’d Basic is $4,740.00

    Sync’d Plus is $10,590.00

    Sync’d For You - please request pricing as there are optional add ons such as a kick off call and in person meeting. Base pricing at this level is $18,440.00.

Are You Ready?

Ready to truly make client experience your differentiating factor? Increasing market share and retention? Don’t wait any longer to begin to improve the experience your clients have with your institution. The cost of losing accounts goes beyond the bottom line.