Our client, a leading Global Private Bank has a large successful team spanning all major territories around the world. The focus of this project was the primary roles of Investment Advisers, Relationship Managers and Senior Leaders in driving sales performance.

ABSTRACT conducted in-depth research interviews across in all global locations to identify how each of these roles was being performed differently and with varying impact depending on the territory.

Analysis revealed the necessity of identifying and establishing a standardised set of ‘best practices’ to guarantee global success in each role.

A tailored two-phased programme, incorporating shared core themes alongside role-specific learning, was devised for each individual role.

Phase 1 began by ensuring that everyone in their respective roles and within their operational territories had access to what good looks like. These were the best practice essentials delivered from east to west for consistency of excellence.

Phase 2 is a carefully designed menu-based selection of topics for those delegates who wished to deepen the key parts of their sales effectiveness.

The Sales Improvement programme was the first and only programme to have been implemented across all global territories by our client… ABSTRACT is enormously proud of that!

The average delegate feedback score stands at 4.75 out of 5, showcasing the positive reception of the programme.

The early impact of this programme is beginning to show: