Is your bank reaching its loan portfolio growth and new customer acquisition goals?

COSi partners with progressive community and charter banks. We provide their commercial and industrial customers our comprehensive and proven business education and coaching program that drives rapid growth and transforms their cultures into profitable winning workplaces.

This unique program positions you and your bank as thought leaders and advocates of small and mid-market customers. Today’s competitive banking environment makes it very challenging to successfully reach both loan portfolio growth and new customer acquisition goals. While banks typically offer a variety of similar financial products and services to small and mid-market customers, very rarely are they in a position to provide something new that truly differentiates them, until now.

Benefits for your bank and bankers are:


  • Increases credit worthiness and borrowing capacity of business customers
  • Curriculum allows deeper insight into client operations, providing incremental financial service opportunities
  • Helps prevent customers from violating loan covenants
  • Improves recoveries from delinquent loan accounts and “watch list” customers
  • Provides a unique competitive advantage for new customer acquisition
  • Increased customer satisification results in greater loyalty, retention, and referrals
  • Positions your bank as a strong advocate of small and mid-market businesses
  • Revenue sharing program

Bank Customers Enroll in the COSi Education Program for a Variety of Reasons:


  • Sustainability – The desire to continue to grow their companies’ top and bottom lines over the long run
  • Under Performance – The need to learn and implement powerful business tools that turn around and restructure their companies
  • Exit Strategy – Owners who want to maximize the valuation of their companies prior to selling their businesses
  • Winning Culture – The core of the program is about engaging people and developing an energized, creative and driven culture. When this happens, great things happen throughout the organization.
  • Contract Awards – Procurement departments of large corporations encourage their suppliers to attend workshops and enroll in the program to greatly improve their performance. Graduating companies are strongly considered for larger contract awards.

Breakfast Workshops


  • The starting point of the program is inviting the bank’s current and prospective commercial and industrial customers to attend impactful breakfast workshops packed with the proven techniques that will immediately ignite their employees’ creativity and engagement levels. The workshop will also greatly improve their problem solving skills to grow sales and profitability. Everything attendees learn may be applied to their businesses immediately. In addition to learning many new and powerful tools, attendees will have the opportunity to network.

COSi provides at no investment to select banks:


  • 12 fully developed classroom presentations
  • Weekly coaching sessions (2hrs each)
  • All reference materials including workbooks, handouts, and SOPs
  • Experienced instructors and coaches
  • Comprehensive workshop marketing program including a detailed planning timeline, all customer touch points, and online registration capabilities
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