Why
are we offering this program?
Small
business owners expect insights
and guidance from their bankers—yet….
- 50% of branch manager
small business calls are
little more than
product
dumps.
- More than 60% of them
lead to no result or
to a single product sale.
- More
than 70% of
branch managers
don't comprehend cash flow.
Talking
Business with Small Business™ addresses
these short falls. When
branch managers or small
business banking officers
complete Talking Business,
they are ready to engage
clients in conversations
about cash flow challenges,
offer meaningful advice,
and present appropriate
solutions with your bank’s
products to present three
business results:
-
Increase cross
sells of cash management,
investment, and deposit
products.
-
Increase the approval percentage
on branch-originated small
business loans
-
Increase client engagement and retention.
How do we do that?
We immerse them in a small
business experience. We provide
a business
conversation structure.
We show them how to tease
out cash flow issues and
offer
meaningful recommendations.
Visit
a session of Talking
Business and you’ll
find participants deeply
engaged in a learning
experience about everyday
small business owner
business management and
financial issues. They’ll
be experiencing the impact
of sales growth, inventory
decisions, and accounts
receivable collections
on cash flow. You’ll
see them studying balance
sheets and income statements
and brainstorming questions
to ask clients about
their cash flow.
Talking
Business with Small Business™ is
a highly interactive 1½ day
program that includes a
business simulation, discussions,
case studies and role plays.
Participants gain focus
and confidence for business
conversations with small
business customers through
developing the knowledge
and skills they need to
talk and do business with
small businesses, including:
- Understanding
connections between
cash flow, working
capital, and business
operations.
- Understanding
business financial
performance drivers.
- Asking
questions that
uncover clients'
cash flow
patterns and challenges.
- Recognizing
cash flow timing patterns
and appropriate credit
products to support
them.
- Connecting
cash flow challenges
with cash management
and deposit product
benefits.
- Structuring
and managing small
business sales conversations.
For
a segment-by-segment
description of the Talking
Business with Small Business program,
click
here.
For
more about the outcomes you
can expect from the Talking
Business learning
experience, click
here. |