FINANCIAL INSTITUTIONS
VALUE ADDED ADVISOR PROGRAM
You want to compete based on the quality of your client relationships, but how can you make sure your relationship managers actually do this?
Our Value Added Advisor™ Program leverages world class frameworks in strategy, valuation and financing that have been customized for Relationship Managers to use to deliver superior service.
STRATEGIC REVIEW WORKSHOP
Training programs need to be followed up with direct application to “real” client situations.
Our Strategic Review Workshops are an ideal way to refine and cement new knowledge and skills while producing value creating proposals to take to clients.
FINANCING FOR VALUE CREATION PROGRAM
Providing financial services means more than simply responding to your client’s requests. To win business, you need to pro-actively identify appropriate financing for your customers and demonstrate that your solutions deliver superior value to other alternatives.
Our Financing for Value Creation™ Program gives your Relationship Managers the tools they need to select the right amount of financing and the right blend of instruments to achieve client goals and create shareholder value.