Financial Conversation Training For Banks


More and more Banks around the world are realising that business speaks a different language to banks.  If your bank staff aren’t able to convey their financial insights to a client in a way that adds value, then your clients are under threat from another bank that can.  Our Financial Conversation training helps our banking partners to better identify clients who are performing well and also helps spot the ones that are not but have turnaround possibility with a bit of guidance.

  • Develop superior financial analysis techniques to recognise paths to cash growth
  • Deliver financial education to clients in a way that evokes client appreciation and advocacy
  • Guide the clients to produce more meaningful management and bank reporting

We have trained bankers throughout Australia, USA, Asia, Europe and Africa.  Contact us to discuss how we can help your banking team.

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Interested in learning more?

For an obligation-free discussion with a Pearl Finance banking advisor, contact us now.
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We’ll even buy the coffee