Using Research to Guide Your Future
About This Course
Transform research into a powerful management tool for evaluating performance and guiding decisions. This live webinar explores the strengths of various research methods—from surveys to focus groups—and their applications in strategic and marketing planning.
Topics covered in this session
- Typical Bank Research
- Emerging Research Methodologies
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Research Resources
- Industry
- Trade Area
- Data
- Customer Satisfaction Surveys
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Customer Loyalty
- Net Promoter Score
- Employee Engagement
- Mystery Shopping
*This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
Your Instructor

Kyle Hershberger is the CEO and Jack-of-All-Trades at Cross Financial. Kyle’s experience in banking, banking software, research, and marketing services enables clients to focus on achieving their desired results. Kyle’s industry expertise comes from decades of working with financial institutions across the nation. Kyle has been at the forefront of research and planning to support financial institution sales and marketing activities. Kyle is a frequent presenter at banking industry conferences and seminars and a member of the faculty at the Graduate School of Banking at the University of Wisconsin. Kyle is a 3rd-generation banker and a 2nd-generation consultant.
This course is covered under team memberships.
See Team Memberships