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 Enhancing Your Sales & Service Culture 

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Accelergy Consulting partners with financial institutions to develop and implement a customized sales infrastructure that generates consistent growth.


The firm works hands-on with everyone from front-line producers to senior leaders to integrate a sales framework that is woven into the organization’s culture for long-term sustainment.


Our Approach

Accelergy has developed a proven method of developing and implementing sales infrastructure that generates sustained growth.

Phase 1
Sales Culture Assessment and Action Report

Detailed report reviewing the financial institution’s current state with clear, actionable recommendations to improve effectiveness.

Phase 2

Sales Process Development & Pilot Team Rollout

Customized sales processes developed and implemented with a pilot team(s) to meet the organization’s unique needs, while driving incremental growth.

Phase 3

Organization-Wide Rollout

Sales processes and infrastructure rolled
out to the entire organization, driving consistency, growth and long-term sustainment.

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Julie Kleffel

Chief Banking Officer

Seacoast Bank

   “I have been in the banking industry for over 20 years, and I thought I knew everything about sales process.  But as I began to see what Accelergy diagnosed – and how they diagnosed it – I knew the Small Business  team had plenty of room for improvements.   

   "Accelergy’s affiliation with Seacoast runs much deeper than the typical consultant-consultee relationship. It has been a true partnership, in which they are invested in the success of the Line of Business and individual team members."


A Disney Philosophy

From their theme parks to cruise ships, The Walt Disney Company is widely recognized as the gold standard in customer service.


Accelergy brings over 40 years of combined Disney Sales and Training experience to every client we work with. 


"Sales through Service" isn't just a slogan, it is deeply routed in the principles and philosophy of the Accelergy mission.

    "Whatever you do, do it well.  Do it so well that when people see you do it they will want to come back and see you do it again and they will want to bring others and show them how well you do what you do."


Adam Pickett, MBA 
Founder & President

Adam's diverse background in multiple industries of all sizes has given him a broad range of experiences to draw upon when working with financial institutions.

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Tammy Haven Long, MBA
EVP of Client Strategies & Training

Tammy brings 23 years of Disney experience to Accelergy, including 17 years in Training and Learning & Development, leading initiatives across Walt Disney World.

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Brad Tichenor
EVP of Client Engagement

Brad has over 30 years of experience in the financial industry, spending his last 13 years at Partners FCU, Disney's employee credit union.

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Meet the Team

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Mike Terzian

Chief Executive Officer

Foothill Credit Union

   "Over the past two decades, I’ve been fortunate to work with many talented, effective partners.  In my experience, Accelergy is different than most consulting and training firms.  They don’t have a one-size-fits-all approach, rather they listen, diagnose and then drive change throughout the entire organization by designing and implementing a scalable, repeatable process.

Industry Articles 

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Speaking Engagements 

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