Financial Industry leading CPD content and reporting.

You need more than just training. You need a cultural change.

Our Member Experience program delivers practical tools to achieve real results.


Our training, support, tools, and coaching enable your team to focus on growing your business.

ISM will help you develop and embed a culture of success.

Your team will learn to:

  • Engage with Members
  • Understand Members’ life stage
  • Add real value to Members
  • Create memorable experiences that Members will share

Our strategies are specific and targeted:

  • Acquisition of new Members
  • Customers at Risk of Leaving
  • Current low activity Members

With the right strategies, at the right time, directed at the right members your frontline staff will reduce customer loss and drive growth.

ISM drives cultural change that achieves lasting results.  Passive sales approaches are replaced by active relationship management and growth strategies.

Your team will develop new skills, receive practical management tools, learn member management strategies that work, and receive coaching to embed what they have learned.

ISM will target these outcomes

  • Improving Staff Skills
  • Leveraging Your Database
  • Engaging Frontline Staff in Sales Campaigns
  • Retaining Your Members
  • Stimulating Referrals
  • Generating New Leads
  • Deepening Relationships
  • Increasing Volume
  • Reducing Business Loss



Your team will learn to:

  • Engage with Members
  • Understand Members’ Life Stage
  • Add Real Value to Members
  • Create Memorable Experiences that Members will Share



Discuss with us how we can turn your Member Experience Training into a FNS42015 Certificate IV in Banking Services

Enrol Now for Online Learning

Download ISM’s Member Experience Program brochure here

Ready to get started?

Ready to start but have a few questions? Get in Touch