Financial Client SUCCESS Stories
High Impact Initiatives
Trusted By Fortune 500 Industry Leaders For Over 30 Years
American Express
Team Building for Better Results
Worked with U.S. Commercial Card audience at the Vice President level and above to help build the new USCC executive team by introducing all members to whole-brain thinking methodology and its practical business applications for enhancing sales and leadership success. EVP reported desired increase in effective team communication levels and accompanying business results.
Goldman Sachs
Forging Effective Client Partnerships
One-on-one coaching of high potential leaders (top 1% VPs) to address key leadership challenges. Also trained mixed groups – analysts, legal, communications, human capital, financial advisors and sales at every level – in skills for forging effective internal and client partnerships; over 300 participants in three years. Course was recognized as one of the most widely attended and consistently applied ever offered by the firm.
Mass Mutual
Increasing Market Share by Shifting to Strategic Client Management
Provided customized client relationship training for Retirement Services Account Managers & Leaders to achieve mandate to double market share by delivering more proactive service with a strategic client focus. Performance metrics such as client satisfaction, retention, plan health and growth positively impacted.
Merrill Lynch
Building Trusted Advisor Skills
Worked throughout the organization, most notably with Global Private Equity Vice Presidents and newly promoted Managing Directors, on skills for becoming trusted advisors; over 50 participants in two years. Client renewed the contract several times based on demand and improved client relationships.
New York Banker’s Association
Forging Effective Client Partnerships
100 Trust officers from across New York’s Community Banks and resource network participated in a 90 minute workshop on how to be seen as trusted subject experts (on speed dial!) to their internal partners and external clients. Attendees surprised themselves roleplaying, sharing feedback and identifying their own potential for influencing relationships and enhancing bottom line growth.
Bessemer Trust
Increasing Highly Prized Referrals
Consulted with, trained and coached Senior Client Account Managers, Business Development Officers and the Senior Partners to increase referral business, and to work more collaboratively for the benefit of clients; over 50 participants in one year. Managing Partners continued to engage ProImpress over the course of three years.
Key Bank
Transforming Bankers into Trusted Advisors
Coached and trained Bankers and their Managers in Trusted Advisor sales and coaching skills from all areas of the bank including the Wealth Management Segment – Trust, Investment, Retail, Business, Middle Market and Private Banking; over 1,000 participants in three years. Consulted in Public Sector, Real Estate Capital, Global Treasury Management, Commercial and Business Banking; Programs continued past initial commitment due to popular demand and positive business results reported.
MetLife
Creating a Customer-Focused Sales and Coaching Culture
Consulted with and trained the Institutional Sales executive leadership team, Learning & Development leadership team and the Auto/Home Group senior leadership team in sales coaching skills; over 100 participants in two years. Co-facilitation work with internal senior executive team members of employee engagement focus groups to gather data to shift to a more results-oriented sales culture.
Morgan Stanley
Increasing Management Talent Pool
Simple, structured Mentoring Program designed to increase diverse management talent pool. Effective sales and coaching work with Morgan Stanley leaders, as well as sales and service teams in Equity Financing Services, Prime Brokerage Client Service, Individual Investment Group and Derivatives Products Group.
Vanguard
Strategic Sales University Curriculum
Through Vanguard University, consulted with, trained and coached leaders as well as new hires on effective collaborative negotiations, influence and persuasion, presentation skills and sales strategies. Audiences included Asset Managers, Financial Planners and Business Development Officers as well as Learning and Development; over 200 participants in three years. High demand offerings; consistently booked to capacity