Our Solutions

We make it our job to fully understand the objectives, strategies and challenges of each and every client, placing you at the center of our universe. We offer solutions and professional expertise tailored to your needs, recognizing that your success depends on the collective success of each part of your organization.


"It is important that the vendors we work with share our passion for offering solutions that improve our member’s financial lives. Allied has gone above and beyond in educating and encouraging staff to always do what is right. In fact, they have raised the bar in terms of what we expect of our other vendors.”



Talk to your dedicated Allied representative or contact Julie ann Wessinger,
National Director of Client Performance Strategies, for more information.


Sales & Service Culture Growth Solutions

Allied Solutions has a wide variety of solutions to support ‘next level’ sales and service growth and culture development. Through our affiliation with best-in-class partners in the industry we can offer competitive partner pricing as well as save you time performing due diligence. Our solutions feature:

  • Strategic leadership consulting and coaching
  • Assistance with the search for and placement of board members and executives
  • Customized culture profiling to identify gaps in order to engage the right resources for growth
  • Automated performance measurement and reward system
  • Web-based customer relationship platform (CRM)
  • Sustainable behavior change training processes addressing multiple levels of sales, service, and coaching development
  • Ongoing, personalized support and plan to ensure long term sustainment of results and avoid the flavor of the month mentality

Behavior Change

Long term, loyal relationships are developed by focusing on the specific needs of each customer or member. That is why Allied works with Integrity Solutions to offer powerful sales and service performance solutions. These solutions will help you make dramatic improvements to your bottom line by strengthening account holder relationships and loyalty and by developing confident, competent, and engaged employees that are motivated to achieve sustainable results. Integrity Solutions' offerings include:

  • Sales and service training
  • Contact center tools
  • Goal achievement course
  • Coaching skills enhancement
  • Customized industry specific processes

Culture Enhancement

Many different circumstances can disrupt an organization's environment. That is why our experienced consultants are focused on uncovering creative ways to repair or enhance your financial institution's culture by way of:

  • Creative employee development plans
  • Strategic planning and analysis
  • Cultural and behavioral alignment solutions
  • Collaborative development of accountability standards

Executive Search & Placement

Our executive recruitment services offer you access to the industry’s topmost performers and provide a valuable tool for objectively evaluating internal talent. We will work with you to understand the unique needs of your financial institution in order to build an individualized plan that will include:

  • Talent acquisition
  • Succession planning
  • Employee retention

Leadership Development

To be a successful organization, it is imperative to leverage all of your resources, including the people leading your team. In conjunction with our affiliate, Allied Solutions will create a leadership development program that supports your organization's direction and maximizes the effectiveness of your employees. Your custom program may include one or more of the following services:

  • Executive coaching
  • Management training
  • Staff assessment
  • Team building
  • Succession planning

Sales and Performance Management

Tracking sales and performance can be very challenging, but is essential for drawing meaningful information and making informed decisions to achieve your organization’s program goals. Our automated system provides simplified methods of managing account holder information and monitoring employee activity in order to know how to effectively coach and reward employees for their performance. Our goal is to assist with growing your business by providing the following sales and performance management tools:

  • Sales and goal tracking
  • Scorecard progress tracking
  • Referral tracking and management
  • Automated link to performance appraisals
  • Incentive design, calculation, and management
  • Member-specific promotion/marketing system
  • Customer Relationship platform (CRM)