Gathering Stories

Capture your small business customer’s narrative and build loyalty

Every small business is a story: someone saw a need or pursued a dream. Someone encountered their customers and overcame challenges. When you–and your employees–learn how to gather your customer’s story, you’re taking important steps to writing a success story of your own. And you will be tapping into a large and largely overlooked opportunity. Because those small business owners are generally unhappy with the experiences they have received at their financial institutions, they don’t look to them for financial advice and don’t think their bankers understand them.

When you “learn the story” of a small business owner, the owner will feel a stronger relationship with you. This solution, a workshop designed to be a self-study course for your employees who serve small businesses, allows your team to assess their current skill level, trains and inspires them to effectively gather stories, and helps them to understand how to make use of their new relationship and enhanced knowledge.