EDGE® Retail Banking System

Sales Operating System for Licensed Bankers

Equipping Licensed Bankers to cultivate deep client relationships and grow revenue by at least 25% with Investment and Insurance solutions utilizing the Award-Winning EDGE® Selling System.

Outbound Calling & Appointment Scheduling System for Bankers

The Cure for Call Nights. This program shows bankers how to Double their Sales Appointments and Cross-Sell effectively to their existing client base.

Sales Performance Coaching System for Branch Managers

Growing branch revenue starts with Branch Managers who effectively effectively coach their sales teams. This program enables Branch Managers to increase profitability and team productivity by at least 30%.

Client Service Experience System for Retail Banking

Attracting new business starts with exceptional customer service. This program equips Retail Bankers with the skill-set deliver the legendary EDGE® Customer Service Experience and develop clients for life.

Teller Referral System

Equipping Tellers with the tools and techniques to double their referrals from the line and increase branch revenue using the proven EDGE® Teller Referral System.

Recruiting System for Bankers

Attracting Top industry talent begins with the implementation of the Award-Winning EDGE® Recruiting System for Bankers. Increase recruitment and retention for your branch, region and division.