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