Change how your bank behaves. Start at the size that fits.
Training fades by Wednesday. An install changes what people do on Monday, and proves it held. Every price is published, from a free check to a bank-wide installation.
Your strategy isn't the problem. Execution between meetings is.
Your leaders know the standard. Under pressure, it disappears. Rate does the deposit work. The same few people carry the load. And when one of them leaves, so does the bank's ability to execute.
Installed, not taught.
Every offer runs the same four steps. That's why the behavior is still there in 90 days.
- Learn the behavior.One specific behavior, practiced on situations from your own bank.
- Commit in writing.Each person writes what they'll do, where and with whom.
- Apply it at work.Real customers, real team members, real pressure.
- Inspect it weekly.A short weekly check (MMI) makes sure it held. What slipped gets a recovery plan.
Every option, with prices.
- DriftCheckFree
- Retail DriftCheck™Free
- GuideType™Free
- GuideMirror™Free
- DriftAudit™$10,000
- EngagementAudit™$3,500 to $10,000 a year
- DriftAudit and EngagementAudit one-pager
- Private, for one of your teamsfrom $12,000
- Open seatsfrom $995 per seat
- Guide Yourself™$6,500 per seat
- Guide Certification$12,500 per seat
- Retail Performance Installationfrom $75,000
- Full Enterprise Installationfrom $120,000
- Governance & Reinforcement$5,000 to $10,000 a month
- Board retreats and strategic planningScoped on a call
- Executive coachingScoped on a call
- KeynotesScoped on a call
We've sat on your side of the table.
Steve Lowisz has spent 30 years in community banking, as a board director and an advisor to more than 150 banks. CBI was built for one thing: making the behavior your strategy depends on hold when the pressure arrives.
1 Client approved public use of the result but not its name. Growth reflects many factors and is not attributed solely to CBI. Past results do not guarantee future outcomes.
Work with Steve directly.
Some decisions need someone who has sat on your side of the table.
Work with Steve: board retreats and executive coaching
Board Retreats & Strategic Planning
Leave with decisions, not a binder. One to two days off-site, designed with your chair and CEO, plus board meeting facilitation.
Keynotes
For associations and bank events. A keynote your bankers still use on Monday.
Need something to share with your CEO or board first? Download the full CBI brochure (PDF).
Every quarter the standard stays optional, it costs you.
Rate keeps doing the deposit work. Your best people keep carrying the load. Thirty minutes with Steve will tell you where to start, even if the answer is the free check.