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SWARM Banking™
Award Winning Methodology
SWARM Banking™
Focus on maximizing your banks’ unrealized potential and getting the highest performance out of your day with process improvement and optimization.
People
A bank’s customer experience hinges on the effectiveness of the employee experience. See our people in action on a site visit and learn about our creative and practical approaches on how we hire, train, retain and develop internal talent. We offer customized approaches for our clients to enhance the people component in all areas. Your people component is the most critical component, because your employee experience drives your customer experience.
Products
Learn how you can streamline your product offerings to complement the wants and needs of your customers. All of our products were influenced by customer feedback. Learn how you can simplify your products and support a successful delivery to your employees and customers.
Processes
Your processes must be simple, fast and fun in order to successfully deliver a superior employee and customer experience. We can help you revamp your processes to complement your strategic goals and initiatives.
Technology
We can show you how to push the limits of existing technology to provide fast, accurate, and easy-to-use services for anyone seeking bank access at any given hour of the day. Learn how you can decrease your cost per transaction; increase customer touch-points, all while providing a superior customer experience across all channels.
Learn First Hand
SWARM Banking™ Pricing
One full day of training conducted in Texas designed to educate participants in the basic components that led to the formation of the award winning Universal Banker Model known as SWARM Banking™.
Pricing:
$1,500 for first attendee
$750 for each additional attendees
One full day of comprehensive training,
including all materials.
Workshop Includes:
- The importance and vision of the SWARM Banking™ Model
- The components of the model
- Functional behaviors
- Universal Banker (SWARM Banking™) expectations
- Extensive situational role-play will be conducted to ensure a thorough understanding of the model and its expectations
Training Material Includes:
- Trainer’s Manual with Teaching Guide
- Interactive Participant Workbook
- Training Session PowerPoint
- Disc with all training materials
- List of recommended supplies
- Ice breakers and games to reinforce the course content
- Role play exercises to practice the skills being taught
Additional Content Includes:
- Participate in a Financial Center Tour to virtually “See the Model in Action”
- Question & Answer Sessions
Join Us Today
Workshop Dates
2024 and 2025 dates have been modified to allow for in-person training (limited seats):
2024 | September 19th
2024 | November 21st
2025 | Coming Soon
2025 | Coming Soon
2025 | Coming Soon
2025 | Coming Soon