Turningpoint Communications
- Company typePrivate
- Founded2007
- HeadquartersBoston, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
What Turningpoint Communications does
Turningpoint Communications is a privately held, Boston-based professional services firm founded in 2007 that delivers treasury management and cash management sales training, coaching, and content marketing services to U.S. banks, credit unions, and financial institutions. The firm's core offering is the proprietary 'Moving from Salesperson to Trusted Advisor' two-day sales training course, complemented by high-performance sales coaching (weekly, bi-weekly, monthly, or quarterly cadences), a course for relationship managers and commercial lenders, an empathy training program called 'Day in the Life of a Treasury Team,' and an on-demand webinar series priced at $29.99-$49.99. All programs are delivered via in-person workshops (preferred) or web, and the firm develops customized curricula that embed each client's nomenclature, goals, and best practices.
Turningpoint Communications firmographics
Firmographics- Name
- Turningpoint Communications
- Legal name
- Turningpoint Communications
- Website
- https://turningpointcommunications.com
- Company type
- Private
- Founded year
- 2007
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
Turningpoint Communications industry classification
Industry- Product category
- Financial Services Sales Training & Consulting
- NAICS
- Marketing Consulting Services (541613)
- SIC
- Services-Management Consulting Services (8742)
- akta.pro primary industry
- Corporate Finance & Treasury (EDABAJAA)
Keywords
Where Turningpoint Communications is headquartered
LocationHeadquarters
- HQ city
- Boston
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Turningpoint Communications business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D
Revenue model
- Training Programs: Two-day treasury management sales training courses (Moving from Salesperson to Trusted Advisor) offered as open enrollment in multiple cities and as private customized sessions for individual banks. Course teaches consultative selling approach for treasury management products.
- Webinars: Recorded and on-demand webinar programs covering treasury team industry insights and sales training topics. Priced at $29.99-$49.99 per registration.
- Sales Coaching: High performance treasury management sales coaching for individuals or small teams on weekly, bi-weekly, monthly, or quarterly basis. Includes accountability, best practices, strategy development, and goal measurement.
- Customized Corporate Training: Tailored treasury management sales training developed specifically for individual bank needs, incorporating company-specific nomenclature, goals, and best practices.
- Content Downloads: Free downloadable resources including Year at a Glance Activities Calendar and Personal Branding Presentation, used as lead magnets for email list building.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| One time/ perpetual license | Pay-as-you-go | Two-Day Treasury Management Sales Training (Open Enrollment) |
| Unit Pricing | Pay-as-you-go | Treasury Team Industry Insights Webinars |
| Unit Pricing | Pay-as-you-go | Sales Training Webinars |
| Other | Multi-year contract | Private/Enterprise Training |
| Other | Multi-year contract | High Performance Sales Coaching |
Go-to-market motion3 records
Distribution channels4 records
Marketing channels8 records
Turningpoint Communications product offering
Product offeringCore offering
Turningpoint Communications designs and delivers treasury management sales training, coaching, and consulting services for U.S. banks, credit unions, and financial-services technology providers. Its core offerings include the "Moving from Salesperson to Trusted Advisor" two-day course, relationship-manager training, recurring sales coaching, paid webinars, and customized in-person workshops tailored to each client's nomenclature and goals.
Product overview
Turningpoint Communications is a national treasury-management-focused content marketing and education consulting firm that offers a portfolio of training and coaching products. The core offerings include the "Moving from Salesperson to Trusted Advisor" two-day sales training course, high-performance Treasury Management Sales Coaching (available in weekly, bi-weekly, monthly, or quarterly formats), specialized training for relationship managers and commercial lenders, and empathy training programs. The company also provides a webinar series covering industry-specific treasury insights and offers free downloadable resources including a personal branding presentation and yearly activities calendar. All programs are available in-person (preferred) or via web, with customizable options for private bank training.
Differentiator
Problem solved
Functional benefit
Products and services
- Moving from Salesperson to Trusted Advisor – Treasury Management Sales Training Course Two-day in-person training course that teaches treasury management salespeople and their commercial lending business partners to become trusted advisors through active listening, consultative selling, and value-based engagement with clients. Delivered as open enrollment in cities such as Boston, Dallas, and Tampa, and as customized private programs for individual banks.
- Treasury Management for Relationship Managers, Commercial Lenders and Loan Officers Training Training course providing commercial bankers with foundational knowledge to identify treasury management opportunities, recognize client cues that signal treasury management needs, and engage clients in deeper conversations about payment collections, disbursements, efficiency, and risk. Marketed with the claim that adding treasury management to a commercial relationship can add 30% portfolio profitability and stickiness.
- High Performance Treasury Management Sales Coaching High-performance coaching program for individuals or small teams of Treasury Management Sales Officers, delivered weekly, bi-weekly, monthly, or quarterly. Provides accountability, best practices, strategy development, motivation, goal-setting, measurement, and business development planning for owners of treasury management client portfolios.
- Customized Private Corporate Treasury Management Training Tailored in-person treasury management sales training developed specifically for an individual bank's needs, incorporating company-specific nomenclature, strategic goals, and best practices (e.g., customized to "The Webster Way," "The Plains Capital Way," or for a new sales culture at KeyBank). Scheduled through direct email engagement with leadership.
- Day in the Life of a Treasury Team Empathy Training Empathy training program that helps treasury management salespeople and relationship managers understand the daily responsibilities and challenges faced by treasury teams, in order to deepen client conversations and consultative engagement.
- Treasury Team Industry Insights and Sales Training Webinar Series On-demand webinar series covering industry-specific treasury insights (for example, national manufacturer/distributor and oil & gas technology sectors) and sales training topics such as "Sell More in 2019: Differentiate & Deepen Relationships w/Treasury Management." Priced at $29.99–$49.99 per registration and delivered via WebinarNinja.
Quantifiable outcome
- Adding Treasury Management to a commercial client relationship can add 30% profitability to the portfolio and stickiness
- +1 more outcomes
Companies that use Turningpoint Communications
Customer profileNamed customers12 records
Segments7 records
Ideal customer profiles3 records
Turningpoint Communications technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Turningpoint Communications partnerships and signals
Strategic signalScale indicators1 record
Recent moves5 records
Expansion highlights4 records
Turningpoint Communications competitors and assessment
Company assessmentDirect peers
- Cornerstone Advisors: Cornerstone Advisors provides consulting, research, and performance improvement services to banks and credit unions, including sales effectiveness and technology strategy. Comparable as a boutique advisory firm selling into bank sales and operating leadership.
- OnCourse Learning (BankersEdge): OnCourse Learning / BankersEdge delivers regulatory, compliance, and sales training to banks and credit unions. Directly comparable as a financial-services training firm targeting similar institutional buyers.
- Strategic Treasurer: Strategic Treasurer provides treasury-focused education, research, and consulting to corporate and financial institution treasurers. Comparable as a treasury-specialized content and training provider serving overlapping buyer personas.
- BAI (Bank Administration Institute): BAI provides training, research, and benchmarking for the banking industry, including sales effectiveness and treasury management education. Directly comparable as a banking-focused training and content organization, though at much larger scale.
Broad incumbents
- American Bankers Association: ABA is the largest US banking trade association with a substantial education and certification arm for bank employees. Comparable as a broader incumbent offering banking training content, though as part of a much wider portfolio.
- Richardson Sales Performance: Richardson is a global sales training and consulting firm with deep financial services practice. Comparable as a broader sales-training incumbent that competes for the same bank sales enablement budgets.
- Sandler Training: Sandler Training is a global sales and leadership training franchise with significant penetration in financial services. Comparable as a broader incumbent offering consultative sales training that overlaps with Turningpoint's trusted-advisor curriculum.
- Wilson Learning: Wilson Learning is a global sales and leadership development firm with a financial services vertical. Comparable as a broader incumbent competing for the same bank sales training spend with a wider portfolio of solutions.
- FranklinCovey: FranklinCovey is a global sales, leadership, and effectiveness training firm with financial services as a key vertical. Comparable as a much larger sales-training incumbent that banks may select instead of a niche specialist.
- Abrigo (including Treasury Strategies): Abrigo acquired Treasury Strategies and offers treasury management software, consulting, and education to banks and corporates. Comparable as a treasury-focused incumbent that bundles training with technology, competing for similar buyer mindshare.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
Turningpoint Communications social profiles
Digital presenceTurningpoint Communications financial estimates
Financial estimateRevenue estimate
Valuation estimate
Turningpoint Communications leadership team
Management profileNumber of profiles
Profiles2 records
Turningpoint Communications funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Turningpoint Communications M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Turningpoint Communications
What does Turningpoint Communications do?
Turningpoint Communications designs and delivers treasury management sales training, coaching, and consulting services for U.S. banks, credit unions, and financial-services technology providers. Its core offerings include the "Moving from Salesperson to Trusted Advisor" two-day course, relationship-manager training, recurring sales coaching, paid webinars, and customized in-person workshops tailored to each client's nomenclature and goals.
Is Turningpoint Communications a public or private company?
Turningpoint Communications is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Turningpoint Communications founded?
Turningpoint Communications was founded in 2007. It employs 1 to 10 people.
Where is Turningpoint Communications based?
Turningpoint Communications is headquartered in Boston, United States, in the North America region.
How does Turningpoint Communications make money?
Five revenue lines are on record. Training Programs are the primary driver. The others are webinars, sales Coaching, customized Corporate Training and content Downloads.
Who are Turningpoint Communications's main competitors?
Direct peers on record are Cornerstone Advisors, OnCourse Learning (BankersEdge), Strategic Treasurer and BAI (Bank Administration Institute). Broad incumbents are American Bankers Association, Richardson Sales Performance, Sandler Training, Wilson Learning, FranklinCovey and Abrigo (including Treasury Strategies).
Does Turningpoint Communications have an API?
No public API is recorded for Turningpoint Communications.
What industry is Turningpoint Communications in?
Turningpoint Communications's product category is Financial Services Sales Training & Consulting. Its primary akta.pro industry code is EDABAJAA, Corporate Finance & Treasury. Its NAICS code is 541613 and its SIC code is 8742.