Not a vendor in the world can transform your organization into a customer-centered institution. This must come from within. That’s why we’ve developed a proprietary set of workshops for each level within your organization. Combined with ongoing coaching, we’ll teach you how to transform your bank or credit union, transferring the knowledge, skill sets, workflow, and culture so that the new actions are embedded in everything you do.

Solonis Center for Excellence
Located in Scottsdale, Arizona, the Solonis Center for Excellence is committed to education, training, consulting and data analytic services. Sales and marketing employees travel from around the United States to attend sales, marketing and customer relationship management workshops designed for both pre- and post-implementation. Committed to high performance, the Center for Excellence is staffed by experienced professionals who know how to teach your employees to shift effortlessly into a new performance standard.

Consulting
Solonis provides on-site and off-site management consulting for banks and credit unions. Solonis consultants have years of sales and marketing experience and are totally focused on results. Solonis consultants work closely with your leadership team on the following:

  • Organizational Alignment

  • Planning

  • Incentive & Recognition Plans

  • Sales & Coaching Process Improvement

  • Marketing Strategies

  • Customer Relationship Management


Education & Training
The Center for Excellence offers a wide variety of education and training programs:

  • Active Listening For Tellers & Call Center Operators

  • Relationship Selling

  • Coaching For Teller Supervisors & Branch Managers

  • Advanced Data Analytics & Customer Strategies

  • Advanced Business Rule Development

  • Pre-Implementation Workshops

  • Program Management Workshops

  • Post Implementation Workshops


Data Analytics
The Center for Excellence also houses a service bureau for data analytics. We deliver forward-looking actionable events to your institution. Staffed by experts in the field, the center offers:

  • Customer & Product Profitability Analysis & Reporting

  • MCIF Capabilities

  • Customer Segmentation & Customer Strategies

  • List Management

  • Direct Mail Programs

  • Data Mining & Business Intelligence

  • Monthly Reporting Services