Currently in the financial services industry, large amounts of consumer funds are in motion—creating unique openings for financial institutions to attract new customers and deepen relationships with existing ones. The challenge for financial institutions is developing their frontline personnel so they can accurately identify and act on these opportunities, or potential new business.

The BAI Sales Performance System was created specifically for the financial industry frontline environment. Recent as well as longitudinal data from BAI research findings shows that financial institutions can strengthen customer relationships and increase revenue through highly skilled and knowledgeable frontline personnel. The convenient suite of online tools is designed to train financial services employees to better assess customer needs and enhance the total customer experience.

Overview of Programs
The BAI Sales Performance System is a suite of award-winning online learning tools. Individual programs are dedicated to tellers, personal bankers and managers. Arranged in brief online segments, this format it easy for users to grasp and practice key concepts. Approximately 30 minutes in length, each session is divided into three parts: “learn by doing” scenario, tools and assessment.

For more information, contact a sales representative at 800.264.7600 (Ext. 244).

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