Banking Negotiation Training:
Discover Our Unique Concept

Become an Expert in Banking Negotiation with our Online Training Courses

What are our banking courses
?

It's a complete educational package with :

  • training videos
  • exercises
  • teaching aids

A SAQ CWMA certificate is issued on completion of the training course.

The training program consists of 10 training modules, each with its own objective.

Each module has sequences.

In each sequence, one or more trainers intervene on a video with exercises.

A course guide is provided.

The people concerned work in a bank or financial institution.

They are :

  • wealth advisor
  • financial advisor
  • wealth manager
  • or analyst, advisor, interacting with customers.

Help front-line staff to negotiate more effectively with prospects and customers, in order to develop and maintain their commercial relationships.

Our fundamentals

Our values

Pertinence - We personalize all our interventions, and are able to give up if we don't have the skills.

Discretion - Professional secrecy is our golden rule.

Tenacity - We never give up on anyone or anything.

Our vision

The performance of financial companies will grow by developing their commercial dynamism

The highly competitive environment means that commercial dynamism is becoming a vital concern.

We want to help fill this gap.

Our beliefs

The Swiss banking industry needs to develop its many talents.

Managers need to develop their "commercial aggressiveness" (in the noblest sense). Intelligent, holistic and systemic thinkingensures results.

Our strategies

All our sales training courses are SAQ (CWMA) certified. We focus on real-world results; theory is delegated to paper.

Wework in these areas of expertise, and if we need to go beyond them, we work in syndication with the best experts.

Our policy

Our sales policy is simple: satisfied or your money back!

Our product policy is just as simple: we only manufacture made-to-measure products. An effective approach can only be achieved through joint development.

Our general objectives

  • Grow the assets under management and client base of wealth managers and financial advisors.

  • Developing the commercial culture of financial institutions

  • Having fun in training. An exciting relationship produces good effects.

"Who is the wise man?
He who learns from all Men"
( Ben Zoma)

Develop your skills and gain confidence in all your business relationships

Contact us for a free consultation on how to succeed in banking

Contact

If you have any questions or need help, send us an e-mail and we'll get back to you as soon as possible!