Brief descriptions of Cross Financial Group services

1. www.crossfinancial.com
800-566-3491
@crossfin
© Cross Financial Group, Lincoln, Nebraska www.crossfinancial.com

2. Business Planning
• Management and directors surveys
• Employee and corporate culture surveys
• Planning meeting facilitation
• Competitive advantage assessments
• Plan implementation and management
– Action plan mapping
© Cross Financial Group, Lincoln, Nebraska www.crossfinancial.com

3. Mystery Shopping
• Customer experience management
• Teller visits
• New account inquiries
• Telephone and in-person contacts
• Website and online banking evaluations
• Branch scorecard assessments
© Cross Financial Group, Lincoln, Nebraska www.crossfinancial.com

4. Staff Development
• Training resources
– Customer service skills
– Coaching and supervising
– Sales and relationship building
– Referrals and suggestive selling
• Sales program planning
• Goal setting and accountability
• Conference and seminar presentations
© Cross Financial Group, Lincoln, Nebraska www.crossfinancial.com

5. ImageTrac© Customer Satisfaction Survey
• Satisfaction index analysis
• Loyalty assessments
• Demographic profiling
• Index comparisons by office
• Industry composite index
• Mail and online versions
© Cross Financial Group, Lincoln, Nebraska www.crossfinancial.com

6. Research
• Telephone research
• Focus groups
– Customers and prospects
• Customer advisory panels
• Online surveys
© Cross Financial Group, Lincoln, Nebraska www.crossfinancial.com

7. Branding and Logo Development
• Name development and market testing
• Logo design
– Nomenclature systems
• Brand management
• Corporate standards manuals
© Cross Financial Group, Lincoln, Nebraska www.crossfinancial.com

8. Advertising
• Newspaper
• Direct mail
• Radio commercials
• Billboards
• Campaigns
• Promotion planning
© Cross Financial Group, Lincoln, Nebraska www.crossfinancial.com