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TrainingFolks - Consulting Services

Consulting Services

Contract Trainers

Financial Services Solutions

Powerful changes are affecting this industry continuously - consolidations, regulatory compliance, technology implementations and economic uncertainties. You must react to them quickly but also be able to anticipate their duration and impact. Despite whatever changes you may face, the day-to-day business drivers remain constant; streamlining your operations and developing more complete relationships with your customers are key to remaining competitive.

Financial Services Solutions
Your organization faces a number of challenges today:

  • Recruitment and Retention
  • Basel II / Sarbanes-Oxley Compliance
  • Risk Management
  • Mergers and Acquisitions
  • Anti-Money Laundering

TrainingFolks’ Experience

TrainingFolks has been the partner with some of the world’s largest financial institutions. We have worked in the areas of Sales and Service, Operations and Leadership Development.

From our experience, we realize that the credibility of any performance consultant is essential for gaining customer acceptance - not just within the financial industry, but also within the specific business sector.

From our ability to meet the requirement of providing a team of 25 performance consultants to assist a national banking institute in implementing a Customer Relationship Management software, to designing and delivering BASEL II Supervisory training to a full-service international investment bank and brokerage firm, TrainingFolks continues to be a key partner to financial institutions in meeting their business objectives.

  • Risk Management
  • Customer Service
  • Sales & Service
  • Sarbanes Oxley/Basel II
  • New Technology
  • CRM Implementations
  • Changes within Capital Markets
  • Effective Lending
  • E-learning
  • Coaching
  • Management Development
  • Documentation of Products/Processes
  • New Hire Training
  • National Rollouts of Training

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