KS
Kayla Shehane
Director Of Client Services at Pinnacle Financial Strategies
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Work Experience
Director Of Client Services
Mar 2023 - Present · 1 years and 9 months
Vice President, Client Success Manager
Sep 2008 - Mar 2023 · 14 years and 6 months
Company Details
Pinnacle Financial Strategies, headquartered in Houston, Texas, creates and implements solutions that elevate the customer experience and the value proposition for both banks and credit unions across the country. As a leader in the fintech arena, our products and programs ensure that every encounter a consumer has with a financial institution is a positive and profitable one. While we maintain our current client base, our expansion goals plan to position Pinnacle Financial Strategies as a pivotal partner in assisting our clients with elevating the banking experience for their account holders.
Year Founded
1997
Social Media
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Industry
Banking, Accounting Services
HQ Location
15840 Farm to Market Rd 529 Suite 102 Houston, Texas 77095, US
Keywords
Cash Back Reward Programs for Banks and Credit UnionsOverdraft Privilege Programs for Banks and Credit UnionsMystery Shopping Sales and Service Programs for Banks and Credit UnionsSolutions that Increase Profitability for the Banking IndustryService to Sales Training for Banks and Credit UnionsOutside Business Development for Banks and Credit Unionsand SMART Business Banking for Banks and Credit Unions
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