Go Beyond the Transaction

Business owners want to know and trust their banker. Companies need fresh ideas from bankers that come from a deep understanding of the client and also C&I lending. Finagraph Academy empowers bankers to go beyond the transaction by developing the core skills required for true relationship banking.

Building Sustainable Client Relationships

In the academy, bankers will develop tools necessary to generate and sustain what everyone wants—profitable client relationships. All content is focused on achieving this goal. Our in-depth learning experience focuses on creating sophistication and awareness around the 4 competencies of relationship banking:

Our 4 Step Learning Process

Meaningful behavior change requires practice. Our online learning platform features interactive and engaging instructor-led training sessions that encourage participants to assimilate and practice the tools presented on a day-to-day basis. To solidify these skills, participants receive real-time coaching feedback from their managers and peers in a social media format. Highlights of the online platform include:

  1. Resource center that contains concise, yet powerful, videos and articles.
  2. Missions that challenge participants to practice and apply the tools featured in each lesson.
  3. Coaching feedback from managers and instructors help to deepen participants application of tools in real-world scenarios.
  4. Journal tool that enables participants to share their experience on missions in a social media format.
The Benefit

» Empowered and knowledgeable sales force
» Bankers equipped to act as trusted advisors
» Increased credit quality
» Wallet share expansion among business clients
» Sales volume will go up