Train your bankers to earn business clients’ confidence and deepen their banking relationships with your bank.

Train your bankers. Connect with your clients. Earn higher profits.

Are you frustrated by your team’s performance with business customers?

  • Not confident talking to business owners?
  • Focusing on one product, not expanding to full relationships?
  • Pitching products rather than solving client problems?
  • Losing on price rather than winning on value?
  • Opening a bunch of unprofitable business accounts?
  • Losing clients to other banks or fintechs?
Client shrugs

Upskill your bankers. Grow your business.

We develop bankers to:

  • Demonstrate value in conversations
    Guide business owners to good financial practices
  • Increase your sales
    Recommend more bank services for clients’ benefit
  • Create a buzz
    Feel proud, confident, and assertive in their efforts rather than reacting to client issues

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Train your bankers with knowledge, skills, and a process to…

...feel confident talking to business owners

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Big Picture Conversations®

... explore opportunities for full relationships

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Talking Business with Small Business®

... guide clients to good cash flow practices and earn more fee income for the bank

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Selling Treasury Management Solutions®

Three Steps to Develop Your Team:


Schedule a Call

Tell us about your vision and goals.


Work with us to design your training

Clarify results to be achieved

Match training to your culture and goals

Strengthen manager coaching


Train and Sustain

Partner with us for training

Watch your revenue increase

Enjoy your clients’ satisfaction


“Small Business Readiness Checklist for Training”

Five articles and premium action check list

Focused Clarity training achieves results.

We don’t care just about training.

We care about you and your managers’ abilities to lead and coach.

We care about your team members’ confidence, knowledge, and skills to develop and retain profitable customers.

  • Over 30,000 bankers trained since 1981.
  • Over 100 articles on small business and business banking.
  • 1000 articles and videos on sales skills and techniques.
  • MC of annual Arizent Small Business Banking Conference
  • 29 years supporting culture change and sales performance

We Aren't Selfish

Our Knowledge Center contains articles, videos, webinars on demand, and more.

Check it out ›

Client Stories

See what we’ve done in some of our engagements and we think you’ll want to join us.

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Clarity’s Team

Our team members bring decades of experience working in banks and training bankers.

See Team  ›

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Be the bank business owners
seek, stay with, and recommend.

We train bankers to guide valued business customers and prospects toward their goals by:

  • Understanding businesses from their owners’ perspectives
  • Coaching owners about good financial practices
  • Leveraging banks’ broad capabilities

Our training fits into your sales process –  front end, middle, and back end.  We’re about filling gaps, like industry knowledge, conversation acumen, and guiding questions.

Why Engage Us.

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Practical Tools that Move the Needle

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Perspective you don't pay for.

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Done your way.

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Flexibility to use materials.

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