Based on industry best practices, CFSC creates clear, results-driven training materials that can help make your staff more effective.

Sample Projects

Driving Debit Card Usage

An online bank in Asia asked CFSC to provide suggestions for increasing its customers’ use of debit cards. CFSC prepared and delivered an interactive workshop for bank managers that drew upon best practices from the United States and around the world, yet considered the bank’s unique challenges related to location, demographics, and channel. Managers completed the workshop with a concrete “to-do” list designed to drive usage.

Designing a Training Guide

CFSC designed and implemented a telesales test to understand how to deliver mass-customized offers to inactive credit card holders and provide learnings about their lack of activity. Our revamped program resulted in a contact conversion rate of up to 15% and an average balance conversion amount of over $3,300.

Financial Advisor Training Materials

A brokerage firm needed a comprehensive suite of materials that financial advisors could use to educate clients. CFSC developed presentations for financial advisor training seminars, sales sheets describing key features and benefits for customers, and internal website pages highlighting advantages for advisors.

Interactive Investment Workshop

CFSC developed a training program for an investment broker’s telephone sales efforts. We wrote inbound and outbound call scripts for all products, an overall training guide, and a customer service workbook. We designed and evaluated interactive seminars for service representatives, including skill reviews, sales techniques, discussion of in- and outbound models, roll plays, and coaching.