Customized Sales Infrastructure
for Credit Unions and Banks
Accelergy Consulting works with Credit Unions and 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.
The Accelergy Approach
Accelergy has developed a proven method of developing and implementing sales infrastructure that generates increased production.
Customized
Sales Processes
CRM Alignment
and Adoption
Accelergy takes a customized, holistic approach to building and documenting every stage of all relevant sales processes.
Accelergy aligns the developed sales processes to the organization’s CRM, driving 100% consistent adoption.
Leader & Producer
Development
Accelergy builds a framework that maximizes the performance of producers and enhances coaching by leaders.
Customized Sales Infrastructure
Accelergy creates and implements a customized infrastructure for continual growth, ongoing coaching and sustained accountability.
Culture and Sustainment
Accelergy weaves the customized sales infrastructure into the culture of the organization, ensuring the sales process is sustained long-term.
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."
Areas of Focus
Accelergy has expertise implementing and generating results with our Sales Accountability System with the following lines of business:
Retail /
Branches
Residential /
Mortgage
Small Business
Lending
SBA
Lending
Wealth
Call Center / Consumer Lending
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.
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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.
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
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.
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.
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.