Financial Services
Solutions tailored to you and your team’s needs
Enhance Customer Experience
Strengthen agents' complex problem solving and active listening abilities to increase FCR & CSAT
Facilitate AI and GenAI Adoption
Understand AI strengths/weaknesses, develop appropriate trust in AI, and use it to boost productivity
Strengthen Frontline Leadership
Develop emerging leaders' ability to motivate, coach, and inspire their agents
Optimize Workforce Management
Support workforce management teams to execute analytics, presentations, and stakeholder management
Reduce Delinquency
Rates
Improve proactivity to recognize early warning signs and address payment challenges with customers
Improve Debt
Recovery Rates
Develop negotiation skills to secure mutually beneficial repayment plans and improve customer outcomes
Strengthen Frontline Leadership
Develop emerging leaders' ability to motivate and coach their clerks and representatives
Optimize Payment Negotiation
Train teams in data-driven negotiation techniques to drive successful payments and reduce days in arrears
Drive Cross-Selling
Volume
Empower branch staff to adopt a consultative approach and uncover cross-selling opportunities
Transform the
Branch Experience
Equip branch staff with appropriate knowledge of how digital tools can enhance service quality and delivery
Develop Emerging
Leaders
Develop emerging Branch Managers' ability to motivate and coach their tellers and universal bankers
Foster Mission-Driven Leadership
Inspire Branch Managers to champion their bank's mission and community impact
Develop Passion to
Fight Fraud
Empower analysts to unlock a passion for fighting fraud through a deeper understanding of division's impact
Reduce Fraud
Loss Rate
Enhance data analytics and pattern recognition capabilities to minimize undetected fraudulent activity
Strengthen Frontline
Leadership
Develop emerging leaders' ability to motivate, coach, and lead their teams
Lower Time
to Investigate
Develop conflict resolution techniques to reduce delays and increase efficiency in resolving fraud cases
Increase Operational Efficiency
Strengthen team members' problem-solving and communication skills to minimize operational delays
Facilitate AI and
GenAI Adoption
Understand AI strengths/weaknesses, develop appropriate trust of AI, and use to boost productivity
Develop Emerging
Leaders
Develop emerging leaders' ability to motivate and coach their operations teams
Strengthen Crisis Management
Train teams on key banking regulations and monitoring techniques to develop crisis management frameworks
Increase Client
Retention
Strengthen active listening and proactive communication to boost client satisfaction and retention
Lower Client
Acquisition Cost
Train advisors to leverage digital tools for more targeted outreach, improving lead conversion efficiency
Drive Portfolio
Growth
Equip advisors with essential data analysis capabilities to develop stronger, more tailored recommendations
Reduce Response
Time
Improve administrative workflows to reduce turnaround time for client requests
Bring out the best in each team member and leader. Achieve unprecedented results.
Tailored to your division. Personalized to each team member.
Sample of Roles from Supported Divisions
Challenge
AI-Powered Simulation
Practices consultative selling
Ashley hones her consultative approach to customer conversations to deepen relationships and uncover unserved needs. Our AI-powered simulations offer a sandbox environment to iteratively practice, get instant feedback, and build confidence.
1:1 Professional Coaching
Builds confidence and adaptability
Ashley and her dedicated coach are focused on building Ashley's professional confidence to succeed as a universal banker. Our 1:1 coaching plays a critical role in supporting team members to develop the capabilities, mindsets, and confidence they need to achieve the next level of performance and impact.
Tailored Career Guidance
Sees connection between high performance today and greater opportunities tomorrow
Ashley is motivated to excel because she has clear visibility into how her professional growth today is connected to the career she wants to build at her company. Our career pathing is designed to clarify a motivating career direction within the company and provide actionable steps towards standing out as a high-performer ready to succeed at the next level.
College Credits
Earns college credit and credentials from top universities
Team members additionally benefit from the opportunity to earn college credit and university credentials as an additional reward for investing time and effort in continuous professional development.
Challenge
AI-Powered Simulation
Practices giving constructive feedback
Jacob hones his ability to deliver effective feedback and navigate difficult conversations with his direct reports. Our AI-powered simulations offer a sandbox environment to iteratively practice, get instant feedback, and build confidence.
1:1 Professional Coaching
Develops change management abilities
Jacob and his dedicated coach are focused on Jacob's ability to navigate and lead change effectively as a frontline supervisor. Our 1:1 coaching plays a critical role in supporting emerging leaders to develop the capabilities, mindsets, and confidence they need to achieve the next level of performance and impact.
Tailored Career Guidance
Sees connection between high performance today and greater opportunities tomorrow
Jacob is motivated to excel because he has clear visibility into how his professional growth today is connected to the career he wants to build at his company. Our career pathing is designed to clarify a motivating career direction within the company and provide actionable steps towards standing out as a high-performer ready to succeed at the next level.
College Credits
Earns college credit and credentials from top universities
Team members additionally benefit from the opportunity to earn college credit and university credentials as an additional reward for investing time and effort in continuous professional development.
Challenge
AI-Powered Simulation
Identifies patterns with data
Aimee hones her ability to analyze complex datasets and confidently identify outliers & unusual patterns. Our AI-powered simulations offer a sandbox environment to iteratively practice, get instant feedback, and build confidence.
1:1 Professional Coaching
Develops adaptability & hones investigative approach
Aimee and her dedicated coach are honing her investigative approach with active listening & hypothesis-driven thinking. She is also developing her learning agility to keep up with the rapid evolution of fraud. Our 1:1 coaching plays a critical role in supporting team members to develop the capabilities, mindsets, and confidence they need to achieve the next level of performance and impact.
Tailored Career Guidance
Sees connection between high performance today and greater opportunities tomorrow
Aimee is motivated to excel because she has clear visibility into how her professional growth today is connected to the career she wants to build at her company. Our career pathing is designed to clarify a motivating career direction within the company and provide actionable steps towards standing out as a high-performer ready to succeed at the next level.
College Credits
Earns college credit and credentials from top universities
Team members additionally benefit from the opportunity to earn college credit and university credentials as an additional reward for investing time and effort in continuous professional development.
Unlock everyday wins for every team member
Exceed customer expectations with teams trained on high-value capabilities and mindsets
Sample Roles & Capabilities Developed
Professional Foundations
- Develop the mindsets and behaviors of an Impact Player
- Understand common misconceptions about career growth
- Build an effective relationship with your manager and peers
Adaptability and Change Management
- Proactively seek feedback and adapt with feedback
- Navigate ambiguity independently
- Establish working use of a growth vs. fixed mindset
- Demonstrate willingness and ability to adapt to change
Problem-Solving and Judgement
- Uncover root cause; separating cause from symptoms
- Apply problem solving processes to workplace scenarios
- Practice structuring the evaluation of complex decisions
- Develop judgement adhering to or modifying processes and when to escalate
Customer-Centric Communication
- Effectively leverage both verbal and written communication
- Adapt message and tone to audience
- Support customers to identify practical, workable solutions
- Use range of conflict management styles
- Proactively de-escalate
Managing Time and Stress
- Implement time management strategies
- Prioritize tasks based on urgency level
- Practice strategies to increase attention to detail
- Practice emotional regulation & stress management
Sample Roles & Capabilities Developed
Strategic Account Management
- Segment accounts to prioritize high-risk or high-value customers
- Develop customized collection strategies for different customer profiles
- Track progress and refine approaches to maximize recovery rates
Negotiation and Persuasion
- Leverage persuasive communication tactics to motivate customers to commit to repayment plans
- Balance firmness with empathy to secure mutually beneficial solutions
- Navigate objections with confidence and professionalism
Mindset & Stress Management
- Develop techniques to maintain a positive mindset despite challenging interactions
- Deploy stress management strategies to stay focused and effective
- Practice reflecting on interactions to continuously improve and adapt
Managing Difficult Conversations
- Demonstrate range of conflict management styles
- Proactively de-escalate
- Communicate consequences clearly and directly
- Understand locus of control and when to escalate
Clear & Effective Communication
- Identify and respond appropriately to customer emotions
- Practice active listening techniques to better understand customer setbacks
- Adapt message and tone to audience
- Effectively leverage both verbal and written communication
Sample Roles & Capabilities Developed
Consultative Approach and Deep Listening
- Demonstrate empathy, self-awareness, and professional communication
- Deep listening to uncover below the surface motivations
- Building a reputation as a strategic advisor, before and beyond a transaction
Customer-Centric Solutioning
- Practice empathy and perspective taking
- Customer-centric problem solving
- Understand and articulate how solutions fit the customer’s goals
- Effectively tap speciality expertise internally to deliver full value of the firm
Customer Experience for Today’s Consumer
- Understand evolving consumer needs and expectations
- See complementary roles of digital and live customer experiences
- Champion adoption of new technologies with customers
- Collaborate to deliver a seamless experience
Managing Difficult Conversations
- Demonstrate range of conflict management styles
- Proactively de-escalate
- Communicate consequences clearly and directly
- Understand locus of control and when to escalate
Time Management and Adaptability
- Implement time management strategies
- Prioritize work based on urgency and importance
- Practice strategies to increase attention to detail
- Demonstrate willingness and ability to adapt to change
Sample Roles & Capabilities Developed
Mindsets and Behaviors for Professional Success
- Foster passion for mission of fighting fraud
- Strengthen curiosity and willingness/ability to continually learn
- Build mindsets and tactics to increase adaptability in oneself and one’s team
- Develop strategies for collaboration, connection, and relationships in remote environments
Risk Management and Regulatory Awareness
- Understand various types of risk
- Learn foundational risk management concepts & principles
- Practice appropriate selection and application of common risk management techniques
- Gain knowledge of applicable regulations
Deep Listening and Investigative Analysis
- Practice investigative analysis and use of a hypothesis-driven approach
- Employ active listening techniques
- Practice strategies to increase attention to detail
- Enhance written communication skills, including effective documentation
Time Management and Prioritization
- Understand key principles and mindsets of time management
- Practice tactical time management strategies
- Prioritize work based on urgency and importance
- Recognize and surface productivity-inhibiting challenges with a solutions-oriented approach
Sample Roles & Capabilities Developed
Process Optimization
- Map and analyze workflows to identify inefficiencies and bottlenecks
- Develop data-driven solutions to streamline operational processes
- Understand how process improvements impact other divisions
Strategic Thinking & Execution
- Align process improvement initiatives with organizational strategy
- Translate high-level objectives into actionable project plans
- Evaluate the long-term impact of operational changes
Change Management
- Guide teams through the adoption of new processes and technologies
- Communicate the value of change to stakeholders at all levels
- Proactively address resistance by addressing concerns and fostering collaboration
Cross-Functional Collaboration
- Map out key stakeholders across departments to ensure alignment
- Facilitate workshops and discussions to capture diverse perspectives
- Bridge communication gaps between technical and non-technical teams
Analytical Problem-Solving
- Leverage data and analytics to uncover root causes of inefficiencies
- Apply structured problem-solving frameworks to complex challenges
- Use predictive insights to anticipate future operational needs
Sample Roles & Capabilities Developed
Effective Relationship Building
- Develop trust and rapport with clients by demonstrating empathy and professionalism
- Use active listening to understand clients’ financial goals and concerns
- Foster long-term relationships through consistent follow-up and support
Ethics and Regulatory Compliance
- Gain knowledge of applicable regulations
- Understand fiduciary responsibilities and prioritize clients’ best interest
- Ensure accurate documentation of client interactions and recommendations
Sales and Prospecting Skills
- Learn to engage potential clients through networking & prospecting
- Effectively communicate the value of financial planning services
- Develop confidence in presenting tailored solutions
Time Management and Organization
- Implement time management strategies
- Prioritize work based on urgency and importance
- Practice strategies to increase attention to detail
- Set and manage realistic goals to build a sustainable book of business
Advanced Financial Planning
- Gain expertise in advanced investment strategies
- Learn how to assess portfolios for diversification and risk tolerance
- Explore advanced topics like estate planning, retirement optimization, and charitable giving
Purpose-built to serve frontline teams and leaders
Off-the-Clock & Loved by Team Members
Team members love our programs offered as off-the-clock benefits, letting you support non-exempt employees without extra costs or FLSA pay obligations.
A Program Tailored to Your Needs
Tailored to your organization’s goals and culture, our programs ensure effective learning. Our curriculum and coaching help you achieve measurable progress for each team member or division.
Real-Time Insight into Team Growth & Success
Gain insights into each team member’s progress to better motivate them. See who’s stepping up, verify skills, and track how your team improves to deliver customer wins.
Easy Setup & Scale Up without PII Exchanges
Easy to set up without any PII exchange—team members simply opt-in with their name and email. Requiring only an NDA and purchase order, our setup is simple and fast.