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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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.

Nine Short Videos on Generations, Trust and Selling

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.

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.

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.

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.

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.

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.

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.