As well as pragmatic consultancy and advice on change and organisational effectiveness, CV Perform, the training arm of Consultancy Vérité Limited provides training events and support in a range of key subject areas relevant to the UK Financial Services Sector.
Each event offers a stimulating environment for learning. Working with facilitators experienced in banking and the retail investment sector (and frequently with actors, guest speakers and real clients), participants practice a combination of tools and techniques, working on relevant case studies with ample opportunity to further develop their skills and receive feedback on their approach. Training as it should be!
Business Banking – Corporate / Commercial sectors
These modular events are available on an in-house basis and normally run as stand alone one or two day events. Bespoke events comprising combinations of elements are also available and tailored to your specific organisational needs. If you feel your people would benefit from investing in one or more of these topic areas, contact us for a detailed breakdown and costing for those modules of interest to you.
Each event offers a stimulating environment for learning. Working with facilitators experienced in banking and the retail investment sector (and frequently with actors, guest speakers and real clients), participants practice a combination of tools and techniques, working on relevant case studies with ample opportunity to further develop their skills and receive feedback on their approach. Training as it should be!
Business Banking – Corporate / Commercial sectors
- Building effective alliances with business / product partners
- Building relationships with Relationship Managers – a guide for Product Partners
- Coaching techniques for Regional Managers in a performance led culture
- How to discuss strategy with customers
- Key Account Management
- The effective Business Development Manager
- The Perfect Pitch – winning the business
- The proactive Assistant Relationship Manager
- Through the Eyes of the Customer – successful Relationship Management
- Building a fee based business
- Effective fact finding
- The Successful Financial adviser
- Building and running effective teams
- Effective communication and presenting
- Emotionally intelligent management
- Leadership & Coaching
- Negotiating skills and conflict resolution
- Performance coaching for Managers
- Public relations and corporate communications
- Strategic thinking
- Complaint handling
- Meeting the Regulator
- Preparation for an onsite regulatory visit
- Regulated sales process fundamentals
- Training & Competence for new Supervisors
- Treating Customers Fairly – embedding the culture
- Call centre management
- Creating the optimum branch environment
- Developing an internal “Mystery Shopper” capability
- Impressing the customer
- Maximising relationships with SMEs: going beyond the transactional
- Motivating the customer support team
- Proactive sales support
These modular events are available on an in-house basis and normally run as stand alone one or two day events. Bespoke events comprising combinations of elements are also available and tailored to your specific organisational needs. If you feel your people would benefit from investing in one or more of these topic areas, contact us for a detailed breakdown and costing for those modules of interest to you.
