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Securing a Management Contract

Sector

Asset management bank catering to corporate clients

Context and objectives:

The bank has been based in France for only a short while. Securing new contacts is fundamental.

Initial request:

  • Given that employees are highly motivated and are asking for support, this activity focuses on ‘coaching.'

Solution proposed:

  • Trial-run before presentations, held at the final stage of a competitive bid for a corporate client
  • Trial-run to be carried out in front of the consultant, under conditions similar to those during the real presentation, including a simulation of who will be attending - individuals that represent the bank (managers and salesmen) that do not know the consultant  - as well as the duration of the presentation, media used and time allocated for questions.
  • At the end of the presentation, the consultant will provide a highly-detailed assessment that will serve as a basis for determining the work needed on the slides and the presentation itself.

Results:

  • Satisfaction of participants who, until now, had only received conventional training and who were highly motivated thanks to this new preparation module that adopted a fully operational approach
  • The contract was won (€640 M)
 

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