Empowering Credit Unions and Banks 

Through Sales Infrastructure

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Accelergy Consulting works with lines of business within Credit Unions & Banks 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.

 

Accelergy truly believes that increasing sales and enhancing the Member Experience are not mutually exclusive.

 
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Accelergy Consulting has developed a proven Sales Accountability System (SAS) consisting of five core pillars that when combined produce consistent results for any line of business.

Customized Sales Processes

& CRM Adoption

Lead & COI Pipeline Implementation

Sales Processes are the foundation for any line of business, yet too often they aren't properly identified, leading to missed opportunities and underperforming team members.  Accelergy develops a framework for Client & COI processes that are then aligned to the CRM to drive 100%  adoption. 

Accelergy drives Change Management throughout the organization by implementing structured pipeline meetings to get all teams and individuals operating from the same Playbook.  And we go beyond looking at just deals by managing and treating COIs & Referral Partners as a sale. 

Producer & Leader

Development

Coaching & accountability is critical to optimizing producer performance, but Accelergy also focuses on leader development to strengthen the coaches doing the coaching.  SAS installs an infrastructure that is focused on maximizing the potential of everyone from leaders to producers. 

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Sustainment

Strategy

Too many organizations invest significant resources to rollout new initiatives only to see them lose traction months after implementation.  Accelergy develops an infrastructure to ensure accountability is sustained long-term. 

Strategic

Advisor

Because of our top-down, bottom-up approach, Accelergy gets to know the line of business in ways a C-suite leader never could, which allows us to uniquely advise executives and assist in the execution of key strategic initiatives. 

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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."

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Areas of Focus

Accelergy has expertise implementing and generating results with our Sales Accountability System with the following lines of business:

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Retail / 

Branches

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SBA
Lending

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Residential /

Mortgage

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Wealth

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Small Business
Lending

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Call Center / Consumer Lending

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Mike Sonego

Executive Vice President Mortgage

Seacoast Bank

     "I have worked with numerous consulting firms in my 30-plus years in the industry and can attest that Accelergy is different than most.  They don't just identify a challenge and tell you how to fix it; they roll up their sleeves and tackle the issue head on. 

 

     "Accelergy drove change within our organization by identifying a repeatable sales process and took immediate action by working directly with our MLOs to implement it.  They leveraged the CRM we already had in place and aligned it with the identified sales process to drive 100% adoption by our team.  Additionally, Accelergy continually provided value at every step of the way which improved our line of business and generated increased production."

 

Our Philosophy

Unlike some consulting firms that have a cookie-cutter system, Accelergy takes a hands-on approach with a unique philosophy when working with a line of business.

Don't Break What's Already Working 

Accelergy never comes into an organization trying to make wholesale changes.  We take what is already being done well and identify key opportunities to drive incremental production.

Identify the Beachhead
to Attack First

If we try to address everything at once we will likely achieve very little, which is why Accelergy starts small to identify & prioritize the opportunities and develop a plan to quickly take action.

Top Down,
Bottom Up
Approach 

Accelergy doesn’t have a cookie-cutter system that is pushed down into an organization.  We work with leaders and front-line team members to build a process that fits the organization's needs & culture.

Don't Ask
for Marriage
on the First Date

We want to get to know you as much as you want to get to know us, which is why we start with short-term commitments to ensure a good fit for both and that progress is continually being made.

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John Schnell

Commercial Banking Director

Seacoast Bank

    “What sets Accelergy apart from other consulting firms is they go beyond the normal scope of work to obtain buy-in at every level of the division.  More importantly, they get to know every single banker on a personal level.  Instead of just telling them about an issue I was having with a team or person, they jumped in to provide real-time support and coaching that had an immediate impact.”

Meet the Team

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William McNeil, J.D.
Founder & CEO

Bill brings his successes to every line of business he works with by implementing a "block & tackle"  approach to energizing sales and creating a positive sales culture. 

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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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