The Finance Business Academy (FINBA) is a professional membership & education organisation for Banking staff worldwide. FINBA offers online inter-active self-paced or team-paced practical coaching & training programs for Commercial Bankers, Agri Bankers & Private Bankers, and their support teams, with access to experienced Banker Coaches to ask questions and seek guidance when needed. Tools, best-practices, templates and resources help our members to implement actions quickly, and built in accountability ensures that regular progress is made.
So What Makes Us Different?
Firstly, we know that our training & coaching works, which is why we offer a 14 day 100% money-back guarantee, as well as a 6 month Results-based guarantee. Sounds too good to be true right? How can we do this, and why would we? Well, we genuinely care about your Success!
Unlike traditional learning, our transformative training provides everything that a Banker needs to exceed their performance metrics, and have a better day at work, while improving mindsets, behaviour's, actions and habits, to ensure sustainable long-term results.
Each lesson can be completed in under 15 minutes, with easy to implement step-by-step Actions, Tools & fill in the blank Templates, that in many cases can be implemented straight after the lesson, to move the dial within days. We focus more on Action & Results, rather than just theory.
Our programs are centred around the real lived experiences of Bankers and their Customers.
Each lesson has been written by Bankers who have been in the exact roles that we offer training for, so we know the pressure you are under, and can really relate to the challenges you face.
Every Lesson and Action template has been tried and tested by Relationship Bankers in different markets, and through various economic cycles around the world, with strong proven results.
Membership to FINBA includes not only world class training, coaching, tools and resources, but also a banker community to leverage off of, gamification rewards and regular challenges with prizes, to keep Bankers motivated, continual new training & tools added, and best practice sharing across our members.
Our aim is to change the lives of our members and their customers, by upskilling Bankers to have a better day at work, and to ensure that their banking customers receive the very best service & support at all times, to grow their businesses and private wealth. Great banking support to customers will ripple through the local economies, improving the lives of thousands of people.
With this mission in mind, full transformative professional membership is provided for around the cost of just half a cup of coffee per day. In addition, a portion of every membership fee is donated directly to our partnered charities. In most cases this membership fee is covered or re-imbursed by our member's employers, who are keen to support your success.
...but hey, don't just take our word for it, take advantage of our Guarantees, and give FINBA a try for yourself!
Have a Great Day!
• Attract all the new business you can handle, and win more in your market, without the stress of cold-calling and relentless running around
• Get off the desk and do more of the work you really love each day, while work back in the office still gets done
• Build a portfolio of happy, reasonable customers, that will stay with you year after year, while referring their family, business contacts & friends.
• Consistently deliver fantastic customer captivated service effortlessly with support teams all doing their part for the benefit of your customers.
• Build a great personal brand with some simple to implement secrets, and become the most sought after banker in your local market.
• Upskill in credit analysis and story writing techniques, without spending hours on learning - we share exactly what you need to know, and what credit are thinking. Get faster and easier credit decisions for your customers.
• Comfortably exceed all required KPI’s and performance metrics, by focussing on the 20% of core actions required that gives you 80% of your results (takes less than 1hr per week)
• Have a better day at work, and work more reasonable hours - no more late nights, weekend or vacation work needed.
• You will be able to go on holiday/ vacation, and fully relax, knowing that your customers are well taken care of.
• Membership status badges, and certificates are awarded, to highlight your additional capabilities and training, and CPD points can be claimed if your employer allows.
• We genuinely care about your success, and will help you every step of the way. In fact we offer a results-based guarantee to all Gold & Platinum members!
Less stress, more family or fun time, and an easier, more enjoyable day at work - all for an investment of less than half a cup of coffee per day.
Your health, success and happiness, is worth way more than that!
So join the elite today, and never look back!
• Improved customer outcomes & NPS – staff training that focusses on really understanding customer needs, wants and desires, to ensure better service and products are provided.
• Improved customer retention – trained staff who are able to really get to understand customers and their businesses on a deeper level, so that customers feel valued.
• Improved new customer attraction – highly skilled and positive Bankers with a strong local presence, great feedback from existing customers, and the knowledge, tools and behaviour's necessary to dominate the market.
• Improved Individual and team performance – access for staff to easy to implement practical tools, templates and resources that can be implemented to get results fast.
• Improved staff engagement, energy and retention – By giving staff personal development opportunities, transforming mindsets and genuinely helping them have a ‘better day at work'.
• Better performance coaching – Support, accountability and tracking to improve individual performance.
• Cost savings and revenue uplift from reduced staff churn, reduced sick leave days, increased customer retention, improved performance efficiencies, increased customer perceived value added by Bankers, better negotiation skills and higher quality business being won in the market.
• Longer term staff performance and customer benefits, through transformative rather than traditional learning – changing mindsets, behaviour's, habits and actions sets individuals up for ongoing success.
• Increased quality staff attraction from external market – Happiness, support and energy is infectious.
• Members have access to fellow members, sharing of ideas, group discussions & ‘’Ask the Expert’’
• Full professional membership for around the cost of half a cup of coffee per day!
• Focused leadership training is also being launched in coming months, to train new leaders, as well as for experienced leaders to use the lessons, tools and ideas to refresh momentum across their teams.
• Traditional learning takes staff out of their role, putting pressure on remaining team members, takes a long time to sink in, is not immediately implementable, and often does not make the changes to results that are expected. Staff also tend to revert back to past habits very quickly, forgetting most of what they have learned.
• New competitors, increasing expectations from customers, new technology and the changing ways of doing business, trust breaches and increased cyber crime, plus the growing influence of Brokers and other Advisers, is changing the expectations of customers.
• The shortage of talent is leading to quality staff being enticed to change employers more often.
• Reduced available talent & skill, streamlining staff numbers to reduce costs, and carrying vacancies, is impacting the available time and resources for new team members to be properly trained. They are often expected to hit the ground running, even if they have never performed a similar job role before.
• Promoting and hiring from within the organization will continue to gain increased momentum, and retraining staff from divisions where technology and AI reduce the required staff numbers, is an available pool of trusted employees to upskill and re-assign to other departments . Newly appointed team members need to be well supported to ensure that they remain engaged, and deliver real customer and organisation value.
• Margins earned on lending continue to reduce due to competitive pressures, increasing costs, and the increased market awareness and availability of options for customers.
• Freeing up time for staff to attend traditional training, or to train colleagues is difficult, particularly in smaller teams.
• Staff need to juggle multiple areas of focus, to ensure that they remain compliant, protect the organization and their customers, grow their brand in the market, get off of their desks, serve customers well and retain them, exceed their portfolio KPIs, attract new quality customers, ensure business and credit risks are identified and correctly explained & mitigated in credit submissions, coach support staff and colleagues etc.
• Artificial Intelligence and automation will continue to change the landscape for Banks and customers alike.
At FINBA we have taken the above challenges in to consideration when developing our coaching & training, with a view to help our members either overcome or work around these challenges...
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