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Visible Progress is a trusted advisor and consulting firm based in Westerville, OH, specializing in helping community banks enhance their profitability, market share, and customer satisfaction. They offer strategic sessions and expertise to improve operational efficiency, create customer satisfaction growth plans, and position financial institutions as leaders in their respective markets. With a focus on relationship building skills and a defined process, Visible Progress empowers banks to differentiate themselves and succeed in the competitive industry. Their team of experts helps lay out customized plans, align processes and systems with strategies, and provide training to enhance team members' confidence in their relationship building abilities, ultimately leading to increased success and customer loyalty.Generated from the website

Trinity Pension Consultants Inc. in Dublin, OH offers comprehensive retirement plan services and financial advisor training, specializing in ideal cash balance resources and fiduciary service offerings. Their highly credentialed team is dedicated to simplifying complex pension concepts for plan sponsors and financial advisors, striving to identify opportunities that go beyond traditional 401(k) plans. With a focus on customized retirement plans and industry knowledge, Trinity Pension Consultants goes beyond testing and reporting to provide continuing education for CPAs and compliance calendars. Their goal is to minimize the time spent on plan administration, offering a fresh perspective and expertise to help clients leverage their future financial potential. Generated from the website