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Industry Specific Solutions

Integrated Training Solutions
Industry Expertise: Complete Curriculums

Financial Services

Merit offers a complete and comprehensive curriculum of over 40 programs designed specially for large to medium level banks and other financial institutions. Over 150 banks have taken advantage of this curriculum.

  • Curriculum Includes:
    • Strategy Implementation
    • Communicate the Strategy
    • Line Management – Sales and Service Curriculums
    • Executive Management – Leadership, Change and Create Culture
    • Customer Service (Tellers)– Sales Referrals and Service
    • Marketing Managers – Market Analysis and Planning
    • Sales – Relationship Selling Skills; Account Planning
    • Service – Internal and External Customer Service Curriculum
    • Special Courses for Investments, Mortgage, and Commercial Lenders.
  • Clients: (147)

    Representative Sample List:

    • Bank of America
    • Chemical Bank
    • American Savings Bank
    • Bank of Boston
    • Central Bank
    • Great Western Bank
    • Great American Bank
    • Coast Savings and Loan
    • HonFed National Bank
    • Swiss Banking Corp
    • Union Bank
Insurance

Merit has developed complete curriculums for large Insurance Institutes including a unique “Leadership School” for apprentice managers.

  • Curriculum Includes:
    • Strategy Implementation
    • Communicate the Strategy
    • Sales Management – Complete Curriculum
    • Service Quality Skills – Complete Curriculum
    • Leadership Skills
    • Consultative Selling Skills
    • Marketing Management
  • Representative Client List:
    • Independent Order of Foresters
    • Johnson and Higgins
    • Marsh McClendon
    • Anderson and Anderson
Non-Profits

Merit has contracted with a large international organization to develop and deliver a complete curriculum for non profits, including strategies, communications, public programs, marketing and delivering service quality.

  • Curriculum Includes:
    • Strategy Implementation
    • Communicate the Strategy
    • Executive Management – Leadership, Change and Create Culture
    • Public Service Internal and External Customer Service Curriculum
    • Marketing Programs
  • Representative Clients Include:
    • Independent order of Foresters
Government Agencies

Merit has worked with local, state and federal government to produce and deliver high quality service oriented programs specially designed for the needs of these organizations. Curriculum includes custom workshops for state Economic Development Associations for representing the state to potential organizations who may want to establish roots in that state. Federal Agencies such as Social Security Administration called on Merit to produce an entire program for Managers on Improving Performance and Leadership.

  • Curriculum Includes:
    • Executive Management – Leadership series
    • Public Service - Internal and External Customer Service Curriculum
    • Agency Problem Solving
    • Total Quality Management – Curriculum
    • Developing Proposals –Economic Development
    • Presentation and Communication Skills
    • Consultative Selling Strategies –Economic Development
    • Performance Management
  • Representative Clients Include:
    • Social Security Administration ( 7 contracts)
    • City of Coronado
    • Virginia Economic Development
    • Dept of Tourism – Kuwait and Qutar
    • Kingdom of Saudi Arabia
    • UAE
Auto Manufacturing
  • Curriculum Includes:
    • Management
    • Benchmarking Best Practices
  • Representative Clients Include:
    • Ford Motor Company
    • Mitsubishi Motors
Service Organizations

Merit has designed complete service curriculums for large service organizations both in health care and in non profits.

  • Curriculum Includes:
    • Strategy Planning
    • Strategy Communications
    • Change Management
    • Complete Service Curriculums
    • Total Quality Management
  • Representative Clients Include:
    • IOF
    • Quality Care Health Foundation
    • John Harland
    • National Shipping Company of Saudi Arabia
Associations

Merit addresses the needs of a state of national association by producing both in-house and public workshops designed around the needs of the association and its unique members.

  • Curriculum Includes:
    • Line and Executive Management Curriculums
    • Sales and Marketing
    • Service Excellent Skills
    • Total Quality Management
    • Facilitation Skills
    • Change Management
  • Representative Clients Include:
    • California Mortgage Bankers Association
    • Independent Bankers Association
    • California Long Term Health Association
    • National Long Term Health Organization
    • Insurance underwriters Association
Manufacturing & Oil

Merit has worked with global industry leaders on a series of courses delivered in 12 countries. These are both public and in-house programs developed for specific industries and delivered by Merit Associates.

  • Curriculum Includes:
    • Leadership of the 21st Century
    • Leadership and Innovation
    • The Art of Management
    • Leadership Certificate Program
    • Service Quality
    • The Art of Leadership
    • Project Management and Task Management
    • Time Management
    • Sharpening People Skills
  • Representative Clients Include:
    • Saudi Aramco
    • Kuwait Oil Company
    • KNPC
    • Zamil Steel
    • Canadian Nexen
    • Mitsubishi Motors
    • Ariva (Framatone div)
Utilities

Merit has worked with utility organizations worldwide to develop programs that facilitated the many changes they have made under globalization, fostered by deregulation. Southern California Edison is an example of a major utility that required a new strategy, new service skills and new technology to meet the needs of deregulation. In addition to working with Edison, Merit Associated has worked with over 20 global clients for Leadership and Strategy Development.

  • Curriculum Includes:
    • Total Quality Management
    • Lean Manufacturing
    • Benchmarking Best Practices
    • Management Skills
    • Service Quality
    • Communicate The Strategy
    • Strategy Implementation
    • Using Technology to improve business processes
    • Creative Problem Solving
  • Representative Clients Include:
    • Southern California Edison
    • Mid America Energy
    • Dubai Electric and Water Company
    • Saudi Electricity Company
    • Qutar Gas
    • Bahrain National Gas Company
Hospitality Industry

Merit contracted with a several hotel and timeshare chains to produce a curriculum for the hospitality industry around service quality and management performance.

  • Curriculum Includes:
    • Sales and Service Management
    • Service Quality Curriculum
    • Sales Referrals
    • Strategy Implementation
    • Communicate the Strategy
    • Leadership
  • Representative Clients Include:
    • Fairfield Resorts
    • Vagabond Hotel Chain – California
    • Dept of Tourism – 2 countries
Information Technology

Merit has worked in the high technology sector of over 20 years, and produced sales and service programs for some of the nation’s largest companies in this industry. Specific sales programs were produced for companies like Honeywell, Wang Global, Unisys and NCR in addition of software companies, and service companies.

  • Curriculum Includes:
    • Sales Management
    • Service Quality Management
    • Market Analysis and Planning
    • Account Executive Sales
    • Consultative Selling Skills
    • Service Quality
    • Using Technology in Selling
  • Representative Clients Include:
    • Accenture
    • Unisys
    • Wang Global
    • Honeywell
    • Compass Technology
    • Computer Associates
    • Computer Land
    • Exxon Information services
    • Rolm (IBM)
    • Pitney Bowes
    • Harland
    • Xerox
    • Diebold
    • NCR
Mortgage Banking

The Mortgage Industry has unique characteristics that distinguish it from other forms of financial services. Merit worked with industry leaders such as the California Mortgage Bankers Association, and Countrywide Funding to create a custom curriculum for the industry. These programs are in use today by industry leaders.

  • Curriculum Includes:
    • Strategy Implementation
    • Communicate the Strategy
    • Line Management – Sales and Service Curriculums
    • Executive Management – Leadership, Change and Create Culture
    • Marketing Managers – Market Analysis and Planning
    • Introduction to Mortgage Banking
    • Sales – Relationship Selling Skills; Account Planning
    • Service – Internal and External Customer Service Curriculum
  • Representative Sample List:
    • Bank of America (Nations Bank)
    • Chase Bank
    • Countrywide Funding
    • Guild Mortgage
    • NVR Mortgage
    • Fannie Mae
    • MFC Mortgage
    • Medallion Mortgage
    • Barnet Bank
Health Care Industry

Merit worked with the long term health industry of California to develop a custom program to foster improvements in service throughout its membership, designed to meet the state standards of Long Term Health. The same program is used by the National Association of Long Term Health in all 50 states. Merit Behavioral Care utilized a custom program for a series of workshops for all their Doctors responsible for mental care certification.

  • Curriculum Includes:
    • Strategy Implementation
    • Communicate the Strategy
    • Management –Service Curriculums
    • Executive Management – Leadership, Change and Create Culture
    • Service – Patient Service Curriculum
    • Creative problem solving
    • Developing a facility plan.
  • Representative Sample List:
    • California Long Term Health Association
    • National Association of Long Term Health
    • Merit Behavioral Care


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