ROI Financial

Banking and Financial

Project Objectives:

Integrate two divergent sales groups with different cultures into one cohesive team within 48 hours and sustain the momentum to achieve measurable sales results in 12 months.

CPC Solution:

  • Custom designed and facilitated “Creating the Future” model to help each individual and the team to focus on what they could positively change and the new organizations they wanted to be.
  • Provided Executive Coaching for Customer Relationship Managers to raise the bar and lead their teams to achieve measurable results.

Outcome:

Increased division revenue generated by $60 million

Project Duration:

2 day workshop/12 month Executive Coaching and Training Programtreasuryservice

Banking and Financial

Project:

After the stock market crash in 2008, devise a strategic plan to re-engage Department managers and retain them in the company

CPC Solution:

  • Management and leadership training, Customer Service training, One on One Coaching
  • Financial advisors were afraid to re-engage with their clients.  They were depressed and afraid of the future.  Training included how to share resources and to keep calm while on the phone with clients.

Outcome:

59 % higher employee engagement, 89% retention rate

Project Duration:

6 months

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