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FACT: Seventy-four percent of financial institution executives say improving the experience is a critical objective.

Sure but, how do you DO that?

Deluxe's Knowledge Exchange solutions will help you deepen relationships with both your customers AND your employees. Learn more about how to create more engaging experiences for your retail customers, drive loyalty with your small business customers or engage your employees.


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Featured

Setting the Stage

Book: The Cult of the Customer

Create An Amazing Experience That Turns Satisfied Customers Into Customer Evangelists

In this Wall Street Journal and USA Today best-selling book, author Shep Hyken shows how to create a corporate culture that is so focused on taking care of and tending to employees and customers that the culture itself creates Evangelists.

The Deluxe Knowledge Exchange Video Series

Nine Short Videos on Generations, Trust and Selling

These nine videos are packed with practical guidance on how to build trust and sell more to Baby Boomers and Millennials. Each video comes with a helpful Huddle – a short training session – you can use in conjunction with the video to begin a candid discussion with your team.

The Sales Experience

Building trust with every interaction.

The Sales Experience taps into the real world findings of the Deluxe Collaborative to create a sales process that doesn't sacrifice trust for sales — or vice versa.

Sketch Selling

Visual selling that builds sales and trust

Born out of our 2009 Deluxe Collaborative is a simple, easy tool designed to improve your sales interaction with customers. Customers told us that when bankers sketched out their options for them, they felt more connected to the people at the institution.

52 Huddles

Nifty, new ideas to build a better team

52 Huddles is packed with nifty, new ideas for powerful Huddles (15 minute meetings) that will help you energize and strengthen your team. Each Huddle has a clear objective, explains the underlying concepts, outlines the necessary prep work that you need to do, provides talking points and exercises, and shares valuable coaching tips.

The Coach Kit

Developing the coach within you. Unlocking the power within your employees.

This turnkey solution is a workshop, designed to be delivered by you, that helps transform managers into coaches — and employees into stakeholders. It shows you how to establish a coaching process, identify coaching needs, motivate and recognize employees, and give feedback.

Introducing Experience

Helping financial institutions thrive in the experience economy

This turnkey solution helps your employees understand the customer experience, educates on the differences between satisfaction and loyalty, and leads to a discussion of specific action steps for improving your customer experience.

Helping Leaders Motivate

Joe Calloway in 21 short videos to help leaders motivate employees

Joe has been helping organizations inspire and motivate employees for over twenty-five years. In these videos, two to three minutes each, Joe acts as a catalyst to help you drive enthusiasm and action for your vision.

Rethinking Problems

Valuing Problems

A perspective on customer problems as opportunities

Valuing Problems helps your team see the impact of customer problems. This solution is ideally used as a precursor to Resolving Problems by setting the context for the impact of problems.

Resolving Problems

A roadmap to memorable resolution

This turnkey solution helps develop specific problem resolution skills and introduces the LEARN model of effective problem resolution.

Engaging Small Business Owners

The Small Business Series

Breaking the barriers to great customer relationships

The Small Business Series lays the foundation for Gathering Stories by sharing research results, the gap between customers and bankers, outlines what small business customers want and need and provides suggestions for moving forward with your small business strategies.

Gathering Stories

Capture your small business customer’s narrative and build loyalty

Use the knowledge that you gained in the Small Business Series DVD as a foundation, then take the next step and help your bankers take action in developing relationships with your small business customers.