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Financial Services

Where we can help

  • Business Strategy – target markets, routes to market, services/product mix, customer mix (selection criteria), sales operational structures, sales targets, activity planning
  • Change Management & Leadership – communicating policy and strategy, values and beliefs, gaining ownership across the organisation, facilitation of action planning and problem solving
  • Sales Management & Planning – frameworks for planning the quantity, direction and quality of sales activity to generate targeted results, management information systems, motivation and confidence, recruitment, field sales coaching skills
  • Sales Skills Development – training in consultative selling approaches, key account management, advanced influence and persuasion, one-to-one coaching, joint selling
  • Sales Proposition – what it is you really do for the client - what you’ve got, why someone should be interested in it, what makes it different, how you flex it according to whoever you may be up against – construction of a suite of front-line sales tools     
  • Lead Generation & Networking – training and tools for effective generation of new sales opportunities – client referrals, introducer networks, direct approaches, telephone appointment making
  • Sales Selection & Recruitment – designing candidate profiles, briefing agencies and industry network contacts, management of assessment centres, talent spotting.

Selected Clients

Lloyds Banking Group PLC
Svenska Handelsbanken
Bibby Financial Services
GE Commercial Distribution Finance
GDI Markets Limited