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The Seamless Customer Experience: The Keys to Cross Selling Workshop - 2 Part Series

This two-part seminar equips financial institution professionals with practical strategies and communication frameworks to create a seamless, customer-centered experience that builds trust and drives effective cross-selling. Participants learn how to align branding, advocacy, and sales efforts, then apply proven systems and real-world case studies to turn everyday customer interactions into meaningful relationships, retention, and growth opportunities.

Upcoming
Beginner Friendly
DATE

Wednesday, April 22, 2026
Friday, April 24, 2026

INSTRUCTOR

Tim Tivis

FORMAT

Workshop

$850.00 or 8 Tokens

Includes: Live Access, 30 Days OnDemand Playback, Presenter Materials and Handouts

  • Customer Service
  • Management/Employee Development
  • Sales
  • Teller
  • Branch Manager
  • Customer Service Representative
  • Marketing Officer/Business Development
  • New Accounts Representative
  • Teller
  • Training Manager
  • Trainer

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The Seamless Customer Experience: Keys to Successful Cross-Selling is a high-impact, two-part seminar designed to help financial institutions elevate every customer interaction while driving sustainable, relationship-based growth. Participants will explore how customer experience, branding, advocacy, and sales intersect to create authentic, value-driven conversations that strengthen trust and loyalty. Through practical strategies and proven communication frameworks, attendees will learn how to better understand customer behavior, influence perception, and identify cross-selling opportunities that feel natural, relevant, and customer-first rather than sales-driven. Building on this foundation, the second session focuses on real-world application and execution. Participants are introduced to actionable systems such as the Four D’s of Successful Cross-Selling and the CLIENT Promotion System, supported by customizable scripts, tools, and exercises. Through case studies, breakout discussions, and hands-on team assignments, attendees leave with a clear, repeatable plan for implementing effective cross-selling strategies across teams—turning everyday customer interactions into opportunities for retention, referrals, and long-term growth.

Series Details

The Seamless Customer Experience: The Keys to Cross Selling Workshop - Part 1

This two-part seminar equips financial institution professionals with practical strategies and communication frameworks to create a seamless, customer-centered experience that builds trust and drives effective cross-selling. Participants learn how to align branding, advocacy, and sales efforts, then apply proven systems and real-world case studies to turn everyday customer interactions into meaningful relationships, retention, and growth opportunities.

  • How to design and deliver a seamless, customer-centered experience that builds trust and long-term loyalty
  • Proven fundamentals of effective cross-selling, including what it is (and is not) and how to do it authentically
  • How to apply customer advocacy principles to understand buying preferences and tailor conversations
  • A practical, step-by-step cross-selling system using the Four D’s and the CLIENT Promotion System
  • How to turn everyday customer interactions into opportunities for retention, referrals, and sustainable growth

The Seamless Customer Experience: The Keys to Cross Selling Workshop - Part 2

This two-part seminar equips financial institution professionals with practical strategies and communication frameworks to create a seamless, customer-centered experience that builds trust and drives effective cross-selling. Participants learn how to align branding, advocacy, and sales efforts, then apply proven systems and real-world case studies to turn everyday customer interactions into meaningful relationships, retention, and growth opportunities.

  • How to design and deliver a seamless, customer-centered experience that builds trust and long-term loyalty
  • Proven fundamentals of effective cross-selling, including what it is (and is not) and how to do it authentically
  • How to apply customer advocacy principles to understand buying preferences and tailor conversations
  • A practical, step-by-step cross-selling system using the Four D’s and the CLIENT Promotion System
  • How to turn everyday customer interactions into opportunities for retention, referrals, and sustainable growth

What You'll Learn

  • How to design and deliver a seamless, customer-centered experience that builds trust and long-term loyalty
  • Proven fundamentals of effective cross-selling, including what it is (and is not) and how to do it authentically
  • How to apply customer advocacy principles to understand buying preferences and tailor conversations
  • A practical, step-by-step cross-selling system using the Four D’s and the CLIENT Promotion System
  • How to turn everyday customer interactions into opportunities for retention, referrals, and sustainable growth

Who Should Attend

This webinar is designed for frontline staff and supervisors of such staff. Any role that engages customers at any level regarding business development inside the walls of the bank.
Tim Tivis

Instructor Bio

Tim has been a successful entrepreneur for over thirty-seven years. He has established businesses in financial services, computer software, training, and consulting. He is the founder and CEO of the Pinnacle Training Group which specializes in sales, business development, leadership, and staff performance training.

In 2004, Tim started the Pinnacle Training Group and has developed over 100 hours of training materials including in-person and webcast presentations, three books and several training video series. He has worked with hundreds of companies across the U.S. and has trained thousands of individuals through both live seminars and national webcasts.

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