FSI Consulting Services Overview

*Refer to Consulting Agreement for complete descriptions of services.

Pre-Opening Services

Includes:

  • Retail lease negotiation and execution
  • Development of Branch Goals and Expectations
  • Executive Planning workshop
  • In-Store Sales Training and Orientation workshop
  • Trademark license for The Supermarket Bank®

Click here to download the Goals and Expectations Worksheet

Ongoing Consulting Services

Includes:

  • Retail relationship management (renewals, store policy or management changes, etc.)
  • Priority future retail site notice/selection
  • Retail and industry trends (technology, market changes)
  • Demographics and market competition analysis
  • Complimentary registration for Annual Conference
  • Discounted registration for additional Member attendees to Annual Conference
  • Unlimited access to The Smart Cart, FSI’s online, virtual consultant – (download instructions here)
  • Day of on-site consulting per year (tailored to fit each year of term)
    • In-Store Sales Training and Orientation
    • Strategic Management Planning and Consultation
    • In-Store Consultation: Follow-up and Analysis
    • In-Store Business Development Coaching
    • Benchmark Discovery Service (i.e., Mystery Shopping)
  • Speaking Engagements/Sales Rallies/Workshops – Time will vary
  • Bi-monthly digital FSI newsletter, The In-Store Advantage
  • Quarterly SuperMarketing Calendars
  • Periodic web-based presentations
  • Unlimited phone/email access to Member support

FSI’s Retail Banking Conference May 1-3, 2024   Orlando, Florida

Rosen Plaza Hotel (located across from The Point Entertainment/Shopping center)
9700 International Drive
Orlando, FL  32819

Guestroom Rates: $165 (+$20 per additional person)

Registration opening summer 2023 at www.supermarketbank.com.
Early Bird Deadline Ends Monday, April 1, 2024.