Culture means everything for this asset management firm. When redesigning their onboarding process for new hires, they spread it over two years – because that is a short time in most people’s tenor in the firm.
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.
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.
Our client has long been a leader in private markets investment management, especially private credit. But the market is becoming crowded. How can the sales team differentiate the firm to stand out from a crowd of 200 other private credit offerings?
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