Case Studies

Examples of our recent work 

Future-proofing the leadership pipeline

Aligning to wider business strategy for their corporate and investment banking divisions, this leading global bank undertook a comprehensive training needs analysis with the aim of increasing retention across junior client-facing roles and building a ‘future-proof’ leadership pipeline.

Read More »

Client Engagement for Asset Management Senior CRMs

To standardize their approach to Client Relationship Management across all non-US regions.​ In challenging markets, and with a historical culture of prioritizing ‘relationship’ over ‘sales’, the firm wished to increase commercial results with more focused client engagement skills.

Read More »

Digital Transformation, hearts & minds

Our client has invested in a large range of new digital tools across their workforce. This was supported by excellent eLearning “how-to” content, structured into pathways for different user-types (content creatives, process managers, team managers etc).

Read More »

Future-proofing the leadership pipeline

Aligning to wider business strategy for their corporate and investment banking divisions, this leading global bank undertook a comprehensive training needs analysis with the aim of increasing retention across junior client-facing roles and building a ‘future-proof’ leadership pipeline.

Read More »

Client Engagement for Asset Management Senior CRMs

To standardize their approach to Client Relationship Management across all non-US regions.​ In challenging markets, and with a historical culture of prioritizing ‘relationship’ over ‘sales’, the firm wished to increase commercial results with more focused client engagement skills.

Read More »
man working on a laptop

Re-skilling a global salesforce to address new markets

This global card and payment solution provider needed to upskill global sales teams to align with expanding business and corporate strategic direction. Increased product and service portfolio has led to the need for salespeople to expand knowledge around financial institutions and Corporate Banking functions.

Read More »

Future-proofing the leadership pipeline

Aligning to wider business strategy for their corporate and investment banking divisions, this leading global bank undertook a comprehensive training needs analysis with the aim of increasing retention across junior client-facing roles and building a ‘future-proof’ leadership pipeline.

Read More »

Client Engagement for Asset Management Senior CRMs

To standardize their approach to Client Relationship Management across all non-US regions.​ In challenging markets, and with a historical culture of prioritizing ‘relationship’ over ‘sales’, the firm wished to increase commercial results with more focused client engagement skills.

Read More »

Digital Transformation, hearts & minds

Our client has invested in a large range of new digital tools across their workforce. This was supported by excellent eLearning “how-to” content, structured into pathways for different user-types (content creatives, process managers, team managers etc).

Read More »

Digital Transformation, hearts & minds

Our client has invested in a large range of new digital tools across their workforce. This was supported by excellent eLearning “how-to” content, structured into pathways for different user-types (content creatives, process managers, team managers etc).

Read More »
man working on a laptop

Re-skilling a global salesforce to address new markets

This global card and payment solution provider needed to upskill global sales teams to align with expanding business and corporate strategic direction. Increased product and service portfolio has led to the need for salespeople to expand knowledge around financial institutions and Corporate Banking functions.

Read More »

Future-proofing the leadership pipeline

Aligning to wider business strategy for their corporate and investment banking divisions, this leading global bank undertook a comprehensive training needs analysis with the aim of increasing retention across junior client-facing roles and building a ‘future-proof’ leadership pipeline.

Read More »
man working on a laptop

Re-skilling a global salesforce to address new markets

This global card and payment solution provider needed to upskill global sales teams to align with expanding business and corporate strategic direction. Increased product and service portfolio has led to the need for salespeople to expand knowledge around financial institutions and Corporate Banking functions.

Read More »

Future-proofing the leadership pipeline

Aligning to wider business strategy for their corporate and investment banking divisions, this leading global bank undertook a comprehensive training needs analysis with the aim of increasing retention across junior client-facing roles and building a ‘future-proof’ leadership pipeline.

Read More »
man working on a laptop

Re-skilling a global salesforce to address new markets

This global card and payment solution provider needed to upskill global sales teams to align with expanding business and corporate strategic direction. Increased product and service portfolio has led to the need for salespeople to expand knowledge around financial institutions and Corporate Banking functions.

Read More »

Future-proofing the leadership pipeline

Aligning to wider business strategy for their corporate and investment banking divisions, this leading global bank undertook a comprehensive training needs analysis with the aim of increasing retention across junior client-facing roles and building a ‘future-proof’ leadership pipeline.

Read More »

Digital Transformation, hearts & minds

Our client has invested in a large range of new digital tools across their workforce. This was supported by excellent eLearning “how-to” content, structured into pathways for different user-types (content creatives, process managers, team managers etc).

Read More »

Future-proofing the leadership pipeline

Aligning to wider business strategy for their corporate and investment banking divisions, this leading global bank undertook a comprehensive training needs analysis with the aim of increasing retention across junior client-facing roles and building a ‘future-proof’ leadership pipeline.

Read More »
man working on a laptop

Re-skilling a global salesforce to address new markets

This global card and payment solution provider needed to upskill global sales teams to align with expanding business and corporate strategic direction. Increased product and service portfolio has led to the need for salespeople to expand knowledge around financial institutions and Corporate Banking functions.

Read More »

Future-proofing the leadership pipeline

Aligning to wider business strategy for their corporate and investment banking divisions, this leading global bank undertook a comprehensive training needs analysis with the aim of increasing retention across junior client-facing roles and building a ‘future-proof’ leadership pipeline.

Read More »