Coaching Financial Teams to Speak Simply for 20 Years
When discussing financial issues with colleagues or clients, the challenge is always to translate complex financial issues into simple ideas that will connect with audiences. From sales people to top executives, Speechworks has been working with financial services firms for years, helping them connect with key players.
| Case Study |
A vice president at a large money management firm wanted her service representatives to be more effective in delivering bad news to clients. “When things will go wrong with a particular company’s account, we need to do a better job of delivering that news,” she told us. We designed a process for delivering the bad news in a way that actually improved the customer relationship. Then we created a workshop that trained all the service representatives in how to execute the process.
The results were fantastic. While they hope that problems would never happen, when they do, the news is delivered in a way that preserves and even enhances the relationship. |
Client List
- Bank of America
- Charles Schwab
- Federated Investors
- INVESCO
- National Association of Securities Dealers (NASD)
- Smith Barney
- SunTrust Bank
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