:: Financial Industry: Consulting Services

"Graytrout offers excellent service and they have a lot of experience in the banking industry. We felt it was better to bring in an outsider to do some professionalism training. Our trainer Betty made the training humorous, fun, and she related well to everyone”

Katy Hohman
Director of Marketing
Bank of Madison
Madison, GA

Consulting Services

Graytrout partners consult with dozens of financial institutions of varying sizes, including associations, community and commercial banks and holding companies, and credit unions. With almost 20 years of consulting experience, it’s rare that we see a performance related issue we have not seen before, making us an invaluable resource to enhance asset growth, professionalism, and customer relationship management. Take advantage of these consulting services offered on a project basis.

Mystery Shopping
Wonder how your employees really service your accounts? Using phone or face-to-face shops, we evaluate almost 30 critical performance metrics ranging from eye contact, name usage, product knowledge, asking questions, offering solutions, and professionalism. Information is compiled into a confidential management report. This is a quick turnaround, discreet and affordable service.

Strategic Planning Services
We offer both "comprehensive" and "lite" strategic planning models and workshops. The comprehensive approach includes partnering for a long-range corporate vision and mission with detailed strategies and implementation plans and budgets. We also offer a short-term approach that identifies significant factors affecting bank performance and provides problem-solving strategies.

General Process/Performance Issue Consulting
Many times objective outside resources can most effectively deliver performance related training and resource development. Many companies also find it advantageous to consult with outside subject matter experts on bank performance related issues. We provide expert insight in the areas of customer acquisition and relationship management and employee performance management.

Special Event Topics and Activities
Need a program for a bank function or retreat? Our special presentations include entertaining talks on current business topics or fun and eye-opening activities. Send us your objectives and time limitations and we provide a recommendation and investment range.