What We Do

Branch Marketing Resources is the best at bank branch marketing services because we focus only on the financial institutions industry. We advise, assist and coach our clients with a proven methodology that will increase profitability of all of their branch offices, increase their market share and improve the cost effectiveness of their operating budget.

Your Managers

We train managers in cross-selling strategies and teach them to counsel, train, impose accountability and motivate employees to become effective customer service sales people.

Your Employees

We train employees to utilize our cross-selling platform efficiently.  We coach and teach your employees to ask the correct questions that shows how the financial institution can meet the needs of each customer.  We remove the employee’s reluctance and fear from the customer sales experience and give them the skills to follow-through and to “initiate action with the customer”.  We provide a step by step road map to follow so they don’t get lost along the way.

Cross-Selling Custom Road Map

Our custom road map is tailored to the financial institution and systematically leads the employee to the services that the financial institution (our client) determines are the most important to offer.

Incentive Program

Our cross-selling platform is designed to track the performance of the employee, which may and should serve as the impetus for providing rewards to your employees

Competitive Analysis

Through research, we can make recommendations on competitive services to offer the local public.  The results of this analysis will reveal any gaps in product offerings that should be corrected in order to be competitive in your market.

Mystery Shopping Services

Additionally, through “shopping” your market, we will provide information on how well your branch offices are performing compared to your competitors.  This will also illuminate areas that should be improved and we will make recommendations on how to correct any issues.