Effective & Valuable Programs
Looking for results? Our programs typically produce between 30 – 40% appointment-to-contact ratio during our live calling exercise. Over 1,000 of Citibank’s New York-based branch managers and CSRs were trained in 1993 to set appointments with existing clients to discuss bank products and services they may not be using. In addition, these officers set appointments for clients to meet with investments counselors at the branch to discuss various investment products. The measured results attributed to this training program from just one month of training were tremendous – over $12 million in new business, $7 million of it in fee income-based products! Our results speak for themselves.