New values and new processes in the day-to-day business
Target group:
- Bank advisors of the private wealth customers and corporate clients
Our tasks:
- Sensitize the advisors to the newly adjusted values and processes of the bank
- Handling of defensive behaviour to these values and processes
- Implementation of the reviewed values and processes in the day-to day business
- Implementation of improved advisory techniques through individual action plans (4-minutes-crossline)
Implementation:
- Detailed interviews with the participants
- Assisted ‘shadowings’ (real customer appointments) in the preparation phase
- Two intensive workshops in small groups (max. 8 persons)
- Two personal coachings with individual action plans
Results:
- High acceptance of the new values and processes
- Several individual improvement points for the advisory process
Specialities:
- Follow-up project with the executives to ensure the sustainability of the advisory project
- Diverse articles concerning this project in the employees’ newsletter
- Detailed case study with interviews of the participants and the initiators