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Transformation 101: 3 Steps for Shifting from Transactional to Advisory

You'll walk away from this webinar knowing:

  • The meaning of Universal Associates, the benefits they bring, and how to adopt the Universal Banking service model.
  •  Technologies and design features that spark advisory conversations with clients.
  • Training techniques for delivering an ultimate client experience and elevating your staff performance.
  • Followed by a live Q+A where you have the chance to get your questions answered.

Want to learn more about Universal Associates and other things we discussed ? Schedule a strategy session with our experts!

Schedule Jumpstart Session

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