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.
$350
- 2 days left at this price
$350.00Add to cart
This Course Includes:
- 6-8 hours of learning
- 5 modules
- Assessment at the end of each module
- Final assessment
Contact Tom Carlin
CONTACT INFO
What you will learn
- To identify, contact, relate and gather information from customers and prospects
- To offer value added solutions to customers by matching their needs and concerns with the products and services offered by your financial institution
- To demonstrate the ability to position your recommended solutions to your customers and prospects and be effective in closing
- To discover cash management and financing opportunities by analyzing a business cash cycle and financial position
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
Frequently Asked Questions
Specifically modeled for bankers, an Insight Advantage e-Learning Course provides skills to strengthen business relationships while uncovering credit and treasury management opportunities.
Insight Advantage e-Learning Course revolves around skills and competencies that will help you:
- Identify, contact, relate, and gather information from customers and prospects.
- Offer value added solutions to customers and prospects by matching their needs and concerns with the products and services offered by your financial institution.
- Demonstrate the ability to position your recommended solutions to your customers and prospects and be effective in closing.
- Discover cash management and financing opportunities by analyzing a business cash cycle and financial position.
This course contains 5 modules which takes about 6-8 hours of your time.
No. Having prior knowledge of the subject matter isn’t mandatory as the course is filled with all the important points in terms of subject m. The Insight Advantage course is designed for you to acquire the skills step-by-step. Hence, Module 0 builds a base or creates a foundation so that you can understand the cash cycles and financial statements, while Module 1 can help you carry out the research and understand your customers’ businesses. Then, Module 2 is all about building good sales conversation and then slowly delves into cash management and financing opportunities in Module 3. Finally, Module 4 helps you close the deal while providing customized solutions to the customers.
atter. However, if you understand business lending terminology, it will help you find your way through the course more quickly.
Though having a basic understanding of cash management flow and other banking techniques is a plus, it is not mandatory. All you need is your laptop/phone/tablet and internet access to get going.
Yes. Both entry-level bankers and veterans can take this course. This course is designed to benefit anyone in the banking industry, regardless of the skill level.
Insight Advantage program is designed by experienced trainers who understand every topic to the core and explain the hardest concepts in the simplest manner to cater to each participant’s requirements.
No, the course is only available online.
$350
- 2 days left at this price
$350.00Add to cart
This Course Includes:
- 6-8 hours of learning
- 5 modules
- Assessment at the end of each module
- Final assessment
Contact Tom Carlin
CONTACT INFO
$350
Get A Quote
GET IN TOUCH
Please fill in your details below or contact us at 914 834 455
This will close in 0 seconds
Black Friday Special: Enjoy 15% Off All Courses!