Cheryl Cran Financial Clients
Financial clients include:
Bank of America, ING North America, TD Canada Trust, RBC Dominion Securities, KPMG, PriceWaterhouseCoopers, Interior Savings Credit Union, ATB Financial,CST Financial Consultants,CUNA Mutual Group,Doxim,Entrust Financial, Equity Professional Seminars, Financial & Insurance Conference Planners,The Mortgage Group, The Sexton Group, TGS Harvard Financial Group, Washington Finance Officers, Credit Union Association Professionals, Marketing Association of Credit Unions and more.
Prior to becoming a consultant, trainer and keynote speaker Cheryl Cran worked in the financial industry for twelve years- as a top performing leader with BMO Bank of Montreal as well as Westminster Savings Credit Union.
Cheryl understands the financial industry and the unique requirements and skills needed for successful financial professionals. She knows the unique challenges for financial planning experts, mortgage specialists and area development managers. The financial industry is on the leading edge of technology with mobile banking and online banking.
Some of the challenges are attracting and retaining market share and client loyalty as the market continues to expand and customers financial services options continue to increase. Add to this the multigenerational customer base and employee base and there are many opportunities to increase awareness of working successfully towards the future with a multigenerational workforce.
Financial Testimonials
“Cheryl, your keynote presentation to our ING Women’s Advisory Group “Increasing Our Momentum- Selling Across the Generations” was met with rave reviews from our group.
In this ‘digital media’ age we know in the financial services industry that we have to adapt and shift our approach using technology and understanding
the mindset of our Generations X and Y clients.
As women in the financial industry we know we can capitalize on the trends and market movements we see happening.
Your presentation provided us with research, statistics and proof that we must pay close attention to the changing buyer.
In addition to the content your fun approach and ability to get everyone laughing and interacting made it all the more wonderful!
Thank you and we look forward to working with you on future projects.”
B Reed
Vice President of Business Development ING
“Each year for our management conference, we look for a speaker who can both motivate and offer solid business content. Cheryl, you did an excellent job for us. You customized your presentation and workshop to support our conference objectives and you were motivational. Great job … thank you.”
Manager, Business Strategy, Interior Savings Credit Union
“It was a pleasure to work with you leading up to the event, you were responsive and professional. I appreciate the efforts you took to learn about our business and people strategy and how you used this information to customize the presentation. You kept everyone entertained, laughing and most importantly learning.”
KPMG Calgary
Cheryl, your keynote “On The Leading Edge of Change” was the highlight of our conference! You did a great job of wrapping up the content of our conference and provided usable strategies for our group. Amazingly your message appealed to the mixed audience of Gen X, Y’s and Zoomers and the majority of the 600 attendees rated you 5 stars.
The custom video you put together demonstrated your research and understanding of our culture and was a nice touch that personalized your message. The combination of stories, statistics and movie clips resulted in a dynamic ending to our leadership conference. It was a resounding success!
SVP TD Canada Trust Western Region
