Exciting Times

Equity Trust Company's Leadership Trainee Program has yielded great results! Two of our previous Leadership Trainees have officially finished the program, and now are excelling in their full time position as a Business Analyst and Internal Wholesaler. Congrats to Rachel Cain, our Operations Business Analyst, and Aurie Watkins, our Internal Wholesaler.

Eric Groesch, our current Leadership Trainee, is doing very well in his current rotation in Operations. He is working directly with our VP of Operations and Client Services on our Net Promotor Score. He has found new reporting capabilities that have eliminated manual reporting and has allowed us to see directly how our clients are preceiving our service.

Now we wait patiently for our new Leadership Trainee to join us in June. Please stay tuned to learn morr about Robert Starrett, a recent college grad from the University of Dayton!

~Amanda

Enhancements to Equity NPS Program

This week I officially rolled out some big enhancements to our NPS Program here at Equity that I have been working on since I moved into my Service Excellence Rotation.

We are now running our survey through our own in-house survey software which has allowed us to link our survey responses to our Customer Relationship Management Software. This has evolved our program by reducing the time it takes for us to have actionable results from 4 weeks to instantaneous.

Before implementing these changes I presented the proposed changes to our Executive Team. We covered the changes in the program and the new ability to have the same type of information and data that would take days to prepare before, available at their finger tips as new survey responses come in.

There are more changes to the program on the way and I will be posting about them as they are implemented.