Product Knowledge - Equity Derivatives Sales
An investment bank engaged us to train their cash sales team on derivatives. We were embedded within the team for three months, offering on-the-desk support, developing trade ideas, and training the whole team, graduates to senior Managing Directors. The return on investment for our client was very significant.

Sales and Client Communication Skills – Private Wealth Management
Several private banks have asked us to explore and inculcate the traits of the Trusted Advisor. As their Trusted Advisor we have provided consulting and training services directly to their clients as a value added component of our clients’ relationships.

Customer Service Skills – Global Banking Operations Team
A commercial bank engaged us to train operations staff on client service, the firm’s service values and the skills to deliver on the requisite service quality. This was so successful it is now a global programme targeting over 4,000 operations personnel.

Creative Thinking Skills – Global Banking Professionals
A bank asked us to train their fast-track high-performing professionals. These individuals excelled at their roles, but required wider strategic skills to embrace senior responsibilities. Our programme combined individuals from different teams and geographies that facilitated priceless networking and learning opportunities for these future leaders.