Banks and financial institutions

We help teams:

Interact with corporate clients
Have better conversations with clients
Gain specialist knowledge of global cash management operations (working in either sales, product or implementation roles)
Propose better and sustainable solutions
Make a shift from product to solution selling

We can provide:

Training that is linked to an understanding of the needs of your customers, through research such as Business of Treasury
Globally recognised certified qualifications, underpinned by the ACT's Competency Framework
Subject matter expertise that covers the full range of treasury activity
Flexible delivery methods to ensure minimal business disruption

How we've helped our clients

Fund manager

An investment manager wanted to understand how treasury clients made decisions on investing spare cash.

We designed and delivered a one-day bespoke course that taught them how treasuries are organised and measured, how decisions are made and what matters to the treasurer.

Scandinavian bank

The cash management specialists of this major Scandinavian bank wanted to understand its corporate clients better.

We taught them about the concepts of working capital management and how corporate treasurers manage their bank relationships.

Relationship managers noticed an immediate improvement in customer satisfaction following the training and the bank has now set up a specialist team to focus on helping their clients to optimise their working capital.

The programme has upgraded the discussions that our international team is having with clients, especially large global companies.

Paul B. Toth, Managing Director, PNC Bank

Download the PNC Bank Case study