Pinnacle Financial Strategies
Pinnacle Financial Strategies provides a range of financial services and programs, including Overdraft Privilege, Mystery Shopping, and various training programs, with a focus on technology-driven account management and customer satisfaction improvements.
Services
Pinnacle Financial Strategies offers a range of programs and services designed to enhance financial operations for both personal and business accounts. Their key offerings include Overdraft Privilege, Mystery Shopping, Frontline Sales Training, What Counts Checking, and the Simple New Account Platform (SNAP). They provide specialized services such as cash back rewards programs, customer satisfaction studies, and comprehensive Service to Sales Frontline Training. These programs are customized and compliant, ensuring they meet the unique needs of each client.
Products
Pinnacle Financial Strategies provides various products tailored to improve customer interactions and financial processes. Some of their notable products include the Overdraft Privilege program, which helps manage account overdrafts, and What Counts Checking, a distinctive checking account service. The Simple New Account Platform (SNAP) is a technology-driven solution designed to streamline the process of opening accounts, allowing both business and consumer accounts to be set up in under 10 minutes. Their suite of products also encompasses Mystery Shopping services that help evaluate customer service levels and enhance overall customer experience.
Training Programs
Pinnacle Financial Strategies places a strong emphasis on training programs to equip businesses with essential skills. Their offerings include Frontline Sales Training, which focuses on converting service interactions into sales opportunities, and Outside Business Development Training, aimed at enhancing external business growth efforts. These training programs are part of their broader effort to provide customized and compliant solutions that cater to both personal and business financial needs. Service to Sales Frontline Training and their 'Voice of the Customer' Customer Satisfaction Studies are designed to measure and improve customer interaction, thereby optimizing the customer experience.
Locations
Pinnacle Financial Strategies operates from two main locations. The headquarters is situated at 15840 FM 529 – Suite 102, Houston, TX 77095. Additionally, they have a location at 3550 N. Lakeline Blvd. Ste.170-1304, Leander, TX 78641. These strategic locations support their robust service delivery and customer engagement efforts across different regions.
Technology and Certifications
Pinnacle Financial Strategies utilizes advanced technology to streamline financial processes, notably enabling the opening of business and consumer accounts in less than 10 minutes through SNAP. Their commitment to high standards and operational efficiency is underscored by their SOC 1® Type 2 Certification. This certification signifies a thorough evaluation of their system integrity and the appropriateness and effectiveness of their internal controls, reinforcing their reliability and compliance in handling financial transactions and services.