Financial Services Training
What We Do
We have a team of associates with experience in developing and implementing learning solutions to the financial services industry with background working in Banking, Insurance, and Credit Unions. With this relevant experience and qualifications we can support you in a range of solutions including:
- Developing technical and interpersonal skills for staff dealing with challenging customer situations.
- Developing the sales skills of regulated financial services advisors
- CPD programmes to achieve and maintain QFA qualifications
- IT system rollouts and implementation
- Developing skills and processes for Credit Union staff and directors
Contact us to find out what solutions will suit you.
Testimonials
Arrears Collection Training Programme
During this vital training process Performance Solutions were on site at the bank to actively engage and interview all relevant stakeholders. This was done in an appropriate manner with clear questioning and information gathering techniques. Having reviewed and observed the course and course material it is clear that this groundwork led to an effective solution to our training need.
Their experience in the financial services sector, their manner and approach helped staff connect and listen. This was absolutely critical in helping the professional delivery of workshops to over 150 staff and getting meaningful engagement and participation.
The programme has been a real platform for successful outcomes that we have already seen and tested.
Manager,
Bank Mortgage Arrears Collections Centre