On Demand Course

Using Research to Guide Your Future

Gain actionable insights to improve decision-making and drive your bank’s success.

Learning Objectives

After attending this presentation, participants will be able to:

  • Discuss how to do bank research
  • Describe research resources
  • Identify customer loyalty
  • Review employee engagement
Kyle Hershberger 1 HR

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
  • Research Resources
    • Industry
    • Trade Area
    • Data
  • Customer Satisfaction Surveys
  • 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
Kyle Hershberger

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.

Training your team?

This course is covered under team memberships.

See Team Memberships
Buying for yourself?
$ 99
Included with Team Membership
Training your team?

This course is covered under team memberships.

See Team Memberships
$ 99
per attendee