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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.


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.


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.


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.


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™.


$1,500 for first attendee
$750 for each additional attendees
One full day of comprehensive training,
including all materials.

Workshop Includes:

Training Material Includes:

Additional Content Includes:

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

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