Banking & Financial Services
Sales Training

In today’s banking and financial sales environment, winning new clients is not enough to sustain and grow your business; retention is the critical factor.

Keeping clients can be a difficult challenge with ever-increasing competition, diminishing trust in financial services providers, and more and more companies seemingly offering the same products and services.

At Turnkey Solutions Ltd, we believe the way to overcome these challenges is to use a consultative approach with potential and existing clients.

Computerisation and the abundant use of electronic devices by financial companies and their representatives can create a wedge of impersonality between the advisor and the client. Consequently, competing approaches to selling financial services and products have focused principally on price, distanced clients, and left buyers unsure in a shifting market.

Increasing numbers of investors are turning to technology to fulfil their financial needs. Over the last three years, investment in the FinTech sector amounted to more than $122 billion, undoubtedly signifying that the digital revolution has arrived in financial services.

Our banking and financial services sales training course gives advisors and planners the ammunition needed to face the battle of communicating the value of a personalised, even bespoke approach in a world fixated on cost. Almost all published research shows there is a high demand for more personal service, although many are not receiving it. Sellers appear inaccessible to clients, and the failure of communication breeds an environment of uncertainty among clients.

So, what do sellers need to do better? Use a consultative approach to refocus on clients.

Turnkey Solutions Ltd’s banking and financial services sales training course shows advisors and planners how to re-initiate a dialogue to restore this overlooked buyer relationship. At Turnkey Solutions Ltd, we’ve steered sales teams to improve results by showing them how to understand the individual nature of the buyer's requirements by using a consultative approach.

Our training course work because we can sell the entire organisation. Our versatile style enables us to inspire all involved in the sales process, from those involved in wealth management to investment banking to branch staff.

Our sales training for banking and financial advisors demonstrates the critical components that constitute a fruitful dialogue, leading to enhanced credibility and, in turn, the sales.

Financial salespeople are in a market that is undergoing constant change. Our sales training focuses on developing a dialogue-led, consultative system in which this fluidity is always in focus. When potential and existing customers realise that you genuinely understand their situation and needs, they are then in a position to move forwards towards a decision and their relationship with you is strengthened.