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

COSi partners with progressive banks. We provide their commercial 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 for small and mid-market customers. Today’s competitive banking environment makes it very challenging to successfully achieve 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 truly new and differentiating … until now.

Benefits for your bank and bankers are:

  • Increases credit worthiness and borrowing capacity of business customers
  • Provides incremental financial service opportunities through deeper insights into client operations
  • 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
  • Generates greater loyalty, retention and referrals through increased client engagement
  • Positions your bank as a strong advocate of small and mid-market businesses
  • Offers revenue sharing program

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

  • Sustainability – To continue to grow companies’ top and bottom lines over the long run
  • Under Performance – To learn and implement powerful business tools to turn a company and its culture around
  • Exit Strategy – To maximize the valuation of a company prior to selling
  • Winning Culture – To engage employees and develop an energized, creative and driven culture (this is the core of the COSi program, and when it happens, great things happen throughout the organization)
  • Contract Awards – Procurement departments of large corporations encourage their suppliers to attend COSi workshops and enroll in the program to greatly improve their performance. Graduating companies are strongly considered for larger contract awards

Breakfast Workshops

The program begins by inviting the bank’s current and prospective commercial and industrial customers to attend impactful two-hour breakfast workshops. Attendees will learn immediately applicable techniques to ignite their employees’ creativity and engagement levels and improve problem-solving skills to grow sales and profitability. In addition to learning many new and powerful tools, attendees will have the opportunity to network among other professionals.

COSi provides at no investment to select banks:

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