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Pinnacle Financial Strategies professionals, with decades of financial services experience, direct DGC implementation, oversee training and provide ongoing support after your program is operational.
Our experts team with you to develop a program that works best for your financial institution. With Pinnacle's expert analysis, you can customize your program to compete more effectively with other financial institutions, regardless of size.
Program training
We offer comprehensive onsite staff training customized for your specific institution. The two-tiered program communicates DGC's value to all employees, with more intensive training given to new account staff at the branch level.
Regulatory guidance
We provide ongoing regulatory guidance and support to assist you with all required compliance disclosures.
Marketing strategy
Our customized database marketing program includes market analysis, prospect list development and fulfillment designed to maximize your ROI and program success.
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