Onboarding the Trade Finance/ Cash Management/ Transaction Banking Client

In-person teaching Classroom
Exclusive online content Webinar

This unique course has been designed for those working in on-boarding/ client implementation roles.

The ‘Onboarding the Trade Finance/ Cash Management/ Transaction Banking Client’ course will cover critical skills of project management, questioning skills and managing stakeholders. This course will mean that your clients receive a world class on-boarding experience.


This course is for client implementation, onboarding and service managers.

Learning Outcomes

  • Apply the critical behaviours needed by the team to create a seamless on-boarding experience​
  • Create a pro-active customer delight strategy in the on-boarding process that strengthen relationships and increase future business for the bank​
  • Get client relationships off to a great start​

Course Content

  • Effective client communication in the on-boarding process​
  • Time and resource management in the on-boarding process​
  • Scoping the critical touch points for your client​
  • Agreeing our processes​ New client relationship situations (case studies)


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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