e-learning

Insight Advantage

The insight advantage main goal is to provide you with the skills to hold meaningful client conversations to uncover credit and treasury management opportunities.

Our bank has utilized eensight services for nearly 10 years by incorporating his training into our onboarding of new analysts and lenders. Read More

$350

$350.00Add to cart

This Course Includes:

Contact Tom Carlin

CONTACT INFO

What you will learn

This Course Includes:

  • 6-8  hours of learning
  • 5 modules
  • Assessment at the end of each module
  • Final assessment

Requirements:

  • Prior knowledge is helpful, but not mandatory
  • PC/Laptop/Tab/Smartphone with internet access

Course Description:

The banking industry is constantly evolving, and staying ahead of the game is critical to your success. That’s why we’ve developed the Insight Advantage program specifically for bankers to enhance their skills and competencies and help them achieve their business goals.

Our goal with the Insight Advantage Program is to empower your bankers to cultivate and strengthen their business relationships, expand their portfolio, and optimize their cash management products and services while enhancing the credit process. 

Our program utilizes a comprehensive four-step framework that elevates your bankers’ skills and expertise in identifying, engaging, and gathering information from clients and prospects, analyzing their cash cycle and financial position to identify financing opportunities, providing customized solutions that align with their needs and priorities, and effectively presenting and closing on recommendations.

Each module is designed to provide your bankers with the knowledge and skills they need to excel in their roles. Module 0 provides a foundation for understanding cash cycles and financial statements, while Module 1 focuses on researching and understanding your customers’ businesses. 

Module 2 is all about sales conversations and building relationships, while Module 3 delves into cash management and financing opportunities. Finally, Module 4 focuses on offering value-added solutions and effective closing techniques.

At Insight Advantage, we’re committed to providing your bankers with the tools they need to succeed in today’s competitive banking industry. Contact us today to learn more about how our program can help your business grow and thrive.

Insight Advantage Program

Acquire, expand and add value to their current and future business relationships. Support the growth of their business portfolio and cash management products and services. Streamline the credit process from the branches to the centralized underwriting department.

$350

$350.00Add to cart

This Course Includes:

Contact Tom Carlin

CONTACT INFO

$350

GET IN TOUCH

Please fill in your details below or contact us at 914 834 455 

    GET IN TOUCH!






    This will close in 0 seconds

    Any of our online credit training programs when your institution purchases 3 or more licenses.

    This will close in 0 seconds