Interior Page Hero Image

Optimize Service and Sales Performance.
Win the Customer Experience.

Service & Sales CX™

Optimize Service and Sales Performance.

Let’s face it. Customers always expect more from their financial services provider. And those financial organizations that deliver an exceptional customer experience will compete, grow, and win business.

Are your sales channels delivering the service and sales results needed to exceed the expectations of your customers?

Support EXP offers a total performance management solution that develops emergent teams of excellence through performance optimization. Along with scientifically proven behavioral level measurement, metrics, insights, and analytics, Support EXP inspires and equips teams, from managers to front-line employees, with mentor-style coaching and ongoing training to impact the overall customer loyalty needed for sustainable revenue, growth, and profitability.

Service and Sales CX Product Wheel

Why Service & Sales CX™?

Measurement and Metrics:

  • Measures service and sales skill effectiveness and performance at the behavioral level
  • Captures and identifies performance and training gaps
  • Builds accountability and advanced service and sales skills with training and coaching


  • Actionable behavior-level performance trending data
  • Employee by employee coaching reports
  • Performance Index: Are you getting retained, repeated, and referred business?

Plus so much more….

The Voice of Your Customers

Service & Sales CX™ measures your customer experience using a select cross-section of your customer base to obtain relevant feedback from your customers in real time, providing your managers with insights and actionable data that transform skills to inspire accountability of front-line employees so they deliver excellence in service and an exceptional experience to every customer, every time.


Experience Unparalleled Results

With Support EXP, you are gaining a collaborative partner. We provide side-by-side support so you can understand and use the depth of your actionable data.

  • Obtain and sustain customer satisfaction ratings of 95% and higher while the industry average for credit union customer satisfaction is just 82%.

Our Reporting Features & Benefits:

  • Segmentations and extensive drilldowns
  • Interactive, animated charts and graphs
  • Multi-dimensional, diagnostic feedback
  • Online resource library
  • Monthly, quarterly & executive level reports
  • Integrated sales and coaching reports