• Bank professional at his desk.

Does a 343% increase in referrals sound almost too good to be true? Think again! When Bank of Clarke first partnered with Pinnacle, nobody knew just how far reaching the effects of this partnership would be.

How did it begin? Bank of Clarke had been an overdraft client of Pinnacle’s for a few years. They contacted Pinnacle in 2021 to explore the opportunity of a partnership to enhance their service levels.

They had a vision of cultivating a unique service culture, and this following case study delves into how Pinnacle Financial Strategies played a pivotal role in helping them attain internal successes that resulted in new business while consistently improving their service delivery channels.