The landscape in the banking industry has never been more competitive. CSE helps financial institutions reap the rewards of service improvement—at the corporate and branch levels!


CSE engages financial institutions in service improvement from both the retail and the corporate sides of the business.  Our complete solutions are ideal for regional banks and national products alike.  Our proven methodology addresses the unique challenges of the banking industry and our niche is working with financial services organizations to:
  • Survey employees to gain perspective on success, opportunities and readiness for change
  • Create a roadmap for service improvement among individuals, teams, processes and the retail storefronts
  • Help develop standards of service and performance
  • Communicate the message across the organization through training and development
  • Improve product knowledge and sales
  • Measure results for effectiveness and further improvement
  • Professionally and personally develop leaders and managers
  • Improve communication
  • Implement reward and recognition programs


CSE engages all levels of employees in the support and development of service improvement.  We take a holistic approach to service improvement, understanding that service is delivered through more channels than simply front-line staff.  To learn more about our holistic approach to service improvement, please check out our eC²® Model.

Products & Services

Effective solutions that CSE provides in the financial services space include:
  • Professional services: Strategy development and consulting, creating the right solution mix for your specific needs
  • Foundations: Begin the creation of a service culture, and support everyone moving in the same direction
  • e4Survey®: CSE's employee survey, e4Survey®, determines your organization’s strengths and opportunities from an employee perspective
  • Survey Strategy Session: A representative task force uses survey results to create relevant action plans
  • Mystery shopping: Measure your organization’s customer experience
  • eMapping: Service map your customer journey to ensure delight at every touchpoint along the way
  • Training: Equip your staff with the skills and tools to best represent your organization and serve your members/visitors/patrons