Deepening Client Relationships

In-person teaching Classroom
Exclusive online content Webinar

​​How can you create deeper client relationships that are sticky, protected from price contagion and is set up for future growth?

This Deepening Client Relationships programme will give you the key skills of selling more to your existing clients.


This course is for client service managers, client success managers and account managers.

Learning Outcomes

  • Utilise the point of view/ this is what I am seeing story
  • Be able define the factors that deepen client relationships​
  • Ensure that when you provide new services you ensure you sell the value​
  • Move from vendor to partner

Course Content

  • Moving from share of wallet to share of need​
  • How to move client from entitlement to value​
  • How to deepen client relationship when it’s virtual​
  • Moving from product to strategy suite


Download the course outline here.


of our clients would recommend Alpha to a colleague or peer


of a cohort was promoted within 2 years after participating in an Alpha course.


of participants felt more confident in their role, following an Alpha commercial leadership course.

Why study with Alpha?

Innovation and creativity born from experience

We are thought leaders in instructional and learning journey design and holistic solution architects. We have extensive finance and investments experience combined with skills application to deliver performance improving results. We develop immersive learning environments that maximize time to productivity, support talent retention and added value to improving quality of hires.

Knowledge Exchange Evangelists

We are focused on mining the embedded organisational intellectual capital for the benefit of the next generation. We create and curate best in class practice gathered from our experience with the leading financial institutions. We design our programmes with the end in mind – what results are you trying to achieve with this intervention? What metrics will we set ourselves to achieve that?

Generation Proof

Quality and innovation, using current market and industry best practices, have made us a trusted partner in delivering dynamic and motivating training for the financial and capital markets. Our programmes are generation proof and responsive to evolving learner needs and styles. Our solutions use a multi-stakeholder engagement strategy that expands beyond relationships between the learner and learning provider. We create connections with managers, peers and the wider business to drive impactful return on investment..

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The team are so friendly and pleasant to work with, everyone is very professional and keen to help us. Building a relationship over the past couple of years helps us to feel like the Alpha team are even more able to understand our needs and provide more proactive solutions.
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