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    What is Advancing Customer Connections?

      Advancing Customer Connections teaches branch bankers and managers how to prepare for and execute high-value, customer-focused follow-up meetings to strengthen and expand the personal banking relationship.
      Advancing Customer Connections, which builds upon the skills taught in Building Customer Connections, begins with a short eLearning course that emphasizes the value in proactively meeting with customers to discuss their needs and explore their overall financial picture. Upon completion of the eLearning course, participants are eligible to attend the one-day Advancing Customer Connections: Skills Application Lab, a facilitated session where they’re able to devote their time to intensive practice.
      Advancing Member Connections, a credit union-focused version of this course, is also available.

    What will you learn by taking this course?

    • Use planning tools to prepare for follow-up meetings with customers
    • Ask high-impact questions to identify the customer’s immediate and emerging financial needs, current financial relationships and future financial needs
    • Recommend solutions that meet the customer’s specific needs
    • Establish deeper connections with customers, strengthening their relationship with the financial institution

    With Moody's Analytics eLearning:

    • You will remain engaged in training, thanks to our interactive, multimedia lessons and quizzes
    • You elevate your professional currency by completing a course from a globally recognized leader in the credit training space
    • You develop skills you can immediately apply on the job, instantly transforming your performance

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