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Team Builder Portal User Guide
Synergize Front and Back Office

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The Actionable Analytics Portal contains all the actionable analytics needed to create teams of excellence through performance optimization. The Actionable Analytics Portal is a user-friendly interface with rich visualizations designed for ease of access to organizational performance data.

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Team Builder - A Quick Employee Overview
Synergize Front and Back Office

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You have an important role in this initiative and are essential to improving and maintaining the efficiencies of your organization’s internal service quality. By providing beneficial feedback, improvement and recognition opportunities are revealed to initiate positive change.

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Motivation Needs
Recognition, Approval, Appreciation

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Does your employee need Recognition? Give praise immediately after the employee does something – tell them what they did and how it affects the company, customer or employees in a positive way

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Add New Branch Form
New Branch Information

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Fill out this form to add a new branch to the program.

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Transformational Insights for Financial Leaders Ep 1
Why Training Fails

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In this episode of our Transformational Insights for Financial Leaders video series, our industry experts reveal the first of 21 Reasons Traditional Training Fails

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Why Some Managers Can't or Won't Handle Tough Situations
and Some Helpful Steps to Effect Positive Change

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When tough situations occur, there are managers who know what to do and they do it. They do not shrink back from the situation. They see themselves in a place of responsibility in getting results for the organization and for their team, and they engage effectively and inspire action and excellence – regardless of the situation.

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