CC Interactive helps organizations across the country get the most out of their customer interactions with services focused on software, efficiency, and the customer/banker interaction on the front end. We provide a high level of dedicated service to your financial institution with customized consulting engagements designed specifically for your needs.

Connect Skills Training

Connect Skills Training is our proprietary system of insights and interactional methods that drive banker performance and create profitable, long-term relationships with customers. Whether you are early on the path to a better sales culture, or need to give current efforts a boost, we adapt our program to your organization's culture, needs, and brand. Work with us to bring experience, thought leadership and personality to your training program.

Account Opening Software

For clients that want to get the most out of their account opening software, we offer holistic services to not only redesign workflows, but also provide dedicated training to both administrators and front end bankers, review BSA and front end procedures, and build back office efficiencies by expanding the tool beyond new accounts. Each bank is unique, so we customize engagements specifically to each individual institution, while providing long term dedicated support to all.

Process Efficiency

Many of our clients are looking for specialized services in building organizational process efficiency. We have extensive experience in analysis of retail/business account opening, treasury services, and maintenance processes, as well as the ability to document processes across the organization and provide direction on paperless initiatives. We always conduct a full discovery to best understand your organization's efficiency needs, and define a project that will provide actionable results and value.

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Ready to connect?

We are excited to tell you more. Contact CC Interactive by phone, email or via social media.