Branch and Event Training

slide2Many financial institutions find it tremendously beneficial to interact with their prospective new customers wherever they may be. Whether at the branch, a college fair, community day at the park or an employee event at the workplace, FI’s can attract and enroll new customers in a friendly manner combined with the latest technology. The problem that the new prospective customer or member encounters is the long enrollment process that still involves paperwork to be filled out and a lengthy commitment of time, typically 15-20 minutes. At outside events especially, this tends to lead to high walk away rate or abandonment of the process mid-stream.

Greeting new customers at the branch, being seen out in the community and meeting with the public is an important part of any institution’s image so you need to take best advantage of the time.

Mobile Strategy Partners has introduced new services to ensure you can on-board as many customers as possible in the shortest amount of time. Each new customer is a long term asset and we can help make their first experience with you as easy as possible.


Using the latest in technology and a trained professional staff to open and fund new DDA’s in under 4 minutes we can offer:

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Upcoming Events

  1. Money20/20

    October 22 - October 25