Fast-track your team's success,
with our proven workshops, tools and guidance, that can move the dial within days!
Fast-track your team's success,
with our proven workshops, tools and guidance, that can move the dial within days!
Fast-track your team's success,
with our proven workshops, tools
and guidance, that can move the
dial within days!
One of the world's most sought after interactive Banker Workshops, and a perfect starting point for any team. Explore the best-practices of top-performing bankers, and get a fresh, ground-breaking perspective on your portfolio. Participants will see their businesses differently after creating their individual success roadmaps.
Encompassing all 8 Pillars of success, this 90 minute workshop is a practical session for Relationship Bankers to highlight exactly where they need to focus, in order to exceed KPI's, while working less hours. Discover how small, consistent actions can drive big outcomes. Walk away with clear strategies to improve results, and clarity on how to create better balance in your role.
One of the world's most sought after interactive Banker Workshops, and a perfect starting point for any team. Explore the best-practices of top-performing bankers, and get a fresh, ground-breaking perspective on your portfolio. Participants will see their businesses differently after creating their individual success roadmaps.
Encompassing all 8 Pillars of success, this 90 minute workshop is a practical session for Relationship Bankers to highlight exactly where they need to focus, in order to exceed KPI's, while working less hours. Discover how small, consistent actions can drive big outcomes. Walk away with clear strategies to improve results, and clarity on how to create better balance in your role.
One of the world's most sought after interactive Banker Workshops, and a perfect starting point for any team. Explore the best-practices of top-performing bankers, and get a fresh, ground-breaking perspective on your portfolio. Participants will see their businesses differently after creating their individual success roadmaps.
Encompassing all 8 Pillars of success, this 90 minute workshop is a practical session for Relationship Bankers to highlight exactly where they need to focus, in order to exceed KPI's, while working less hours. Discover how small, consistent actions can drive big outcomes. Walk away with clear strategies to improve results, and clarity on how to create better balance in your role.
The Client Attraction Engine Workshop - Attract and Convert all the New Customers you can handle
The Customer Captivation Code Workshop - Unlock the Secrets to Increased NPS & Customer Retention
The AuthenticEdge Method Workshop - Become the most Sought after Banker, in as little as 90 days
The Client Attraction Engine Workshop - Attract and Convert all the New Customers you can handle
The Customer Captivation Code Workshop - Unlock the Secrets to Increased NPS & Customer Retention
The AuthenticEdge Method Workshop - Become the most Sought after Banker, in as little as 90 days
The Client Attraction Engine Workshop - Attract and Convert all the New Customers you can handle
The Customer Captivation Code Workshop - Unlock the Secrets to Increased NPS & Customer Retention
The AuthenticEdge Method Workshop - Become the most Sought after Banker, in as little as 90 days
The Growth Action Plan (GAP) service provides both an independent expert team and region assessment, together with immediate team training, to step-change performance fast.
Picture a detailed Due Diligence report, but with step-by-step actions to capitalise on opportunities, and address challenges.
Get a clear roadmap to follow, plus 2 included training workshops. This service is designed to boost performance within as little as 120 days.
The Banker Coach, and the FINBA team, work together to provide a fresh-eyes view of your region. Do you have a team that you just know is capable of more? Do you want to create a gap between you and competitors, close a gap between current and expected performance, or take advantage of a gap in the market? Our Growth Action Plan will help achieve all this and more.
Backed by over 30 years of international leadership and banker performance improvement experience, we equip you with a proven system, action steps, tools, resources, and the best-practices that drive sustainable performance uplift, in the shortest possible time.
The Growth Action Plan (GAP) service provides both an independent expert team and region assessment, together with immediate team training, to step-change performance fast.
Picture a detailed Due Diligence report, but with step-by-step actions to capitalise on opportunities, and address challenges.
Get a clear roadmap to follow, plus 2 included training workshops. This service is designed to boost performance within as little as 120 days.
The Banker Coach, and the FINBA team, work together to provide a fresh-eyes view of your region. Do you have a team that you just know is capable of more? Do you want to create a gap between you and competitors, close a gap between current and expected performance, or take advantage of a gap in the market? Our Growth Action Plan will help achieve all this and more.
Backed by over 30 years of international leadership and banker performance improvement experience, we equip you with a proven system, action steps, tools, resources, and the best-practices that drive sustainable performance uplift, in the shortest possible time.
The Growth Action Plan (GAP) service provides both an independent expert team and region assessment, together with immediate team training, to step-change performance fast.
Picture a detailed Due Diligence report, but with step-by-step actions to capitalise on opportunities, and address challenges.
Get a clear roadmap to follow, plus 2 included training workshops. This service is designed to boost performance within as little as 120 days.
The Banker Coach, and the FINBA team, work together to provide a fresh-eyes view of your region. Do you have a team that you just know is capable of more? Do you want to create a gap between you and competitors, close a gap between current and expected performance, or take advantage of a gap in the market? Our Growth Action Plan will help achieve all this and more.
Backed by over 30 years of international leadership and banker performance improvement experience, we equip you with a proven system, action steps, tools, resources, and the best-practices that drive sustainable performance uplift, in the shortest possible time.
60/90-Minute Workshop
This isn’t just a talk — it’s a high-impact, interactive 60/90-minute session designed specifically for Relationship Bankers. In just one hour, you’ll walk away with clarity, practical tools, and a plan you can apply immediately.
Interactive Action Planning Session
Participants will build their own customized implementation roadmap & action plan, using structured templates and guided facilitation.
Tools & Templates
Downloadable resources designed for real-world application and to save you hours each week.
Post-Workshop Support
A personalised review of each participant's roadmap and action plan, to provide feedback and guidance, and ensure their plan is driving results.
Workshop Slide Deck
Participants receive a access to all workshop visuals, tools and discussion materials for 90 days, to ensure post workshop success
Access to Workshop Replay (Optional Add-On)
On-demand access to rewatch the session, and revisit key strategies at any time.
Exclusive Invite to Banker’s Performance Learning Challenges
Participants have the option to join regular 10-day group success challenges, to keep momentum.
Opportunity for Peer Sharing and Networking
Participants can join our community, to engage in discussion, reflection, and collaboration with peers in the industry.
Practical, KPI-Aligned Outcomes
Everything in the workshop is designed to drive real impact — helping bankers exceed targets, reduce workload, and improve customer results.
Clarity & Focus Workbook
A practical workbook featuring action-oriented worksheets to help bankers get the most out of each session.
60/90-Minute Workshop
This isn’t just a talk — it’s a high-impact, interactive 60/90-minute session designed specifically for Relationship Bankers. In just one hour, you’ll walk away with clarity, practical tools, and a plan you can apply immediately.
Interactive Action Planning Session
Participants will build their own customized implementation roadmap & action plan, using structured templates and guided facilitation.
Tools & Templates
Downloadable resources designed for real-world application and to save you hours each week.
Post-Workshop Support
A personalised review of each participant's roadmap and action plan, to provide feedback and guidance, and ensure their plan is driving results.
Workshop Slide Deck
Participants receive a access to all workshop visuals, tools and discussion materials for 90 days, to ensure post workshop success
Access to Workshop Replay (Optional Add-On)
On-demand access to rewatch the session, and revisit key strategies at any time.
Exclusive Invite to Banker’s Performance Learning Challenges
Participants have the option to join regular 10-day group success challenges, to keep momentum.
Opportunity for Peer Sharing and Networking
Participants can join our community, to engage in discussion, reflection, and collaboration with peers in the industry.
Practical, KPI-Aligned Outcomes
Everything in the workshop is designed to drive real impact — helping bankers exceed targets, reduce workload, and improve customer results.
Clarity & Focus Workbook
A practical workbook featuring action-oriented worksheets to help bankers get the most out of each session.
60/90-Minute Workshop
This isn’t just a talk — it’s a high-impact, interactive 60/90-minute session designed specifically for Relationship Bankers. In just one hour, you’ll walk away with clarity, practical tools, and a plan you can apply immediately.
Interactive Action Planning Session
Participants will build their own customized implementation roadmap & action plan, using structured templates and guided facilitation.
Tools & Templates
Downloadable resources designed for real-world application and to save you
hours each week.
Post-Workshop Support
A personalised review of each participant's roadmap and action plan, to provide feedback and guidance, and ensure their plan is driving results.
Workshop Slide Deck
k
Participants receive a access to all workshop visuals, tools and discussion materials for 90 days, to ensure post workshop success.
Access to Workshop Replay (Optional Add-On)
On-demand access to rewatch the session, and revisit key strategies at any time.
Exclusive Invite to Banker’s Performance Learning Challenges
Participants have the option to join regular 10-day group success challenges, to keep momentum.
Opportunity for Peer Sharing and Networking
Participants can join our community, to engage in discussion, reflection, and collaboration with peers in the industry.
Practical, KPI-Aligned Outcomes
Everything in the workshop is designed to drive real impact — helping bankers exceed targets, reduce workload, and improve customer results.
Clarity & Focus
Workbook
A practical workbook featuring action-oriented worksheets to help bankers get the most out of each session.
Elevate your team’s performance, sharpen collective skills, and build a banking powerhouse, with FINBA's game-changing, results-driven, easy to follow systems. The high-impact 'pillars of success' workshops, are designed to boost team clarity, productivity, client attraction, leadership, motivation, NPS, Credit upskilling, and growth — enabling your team to achieve more with less stress.
Other Services
Growth Action Plan
Perfect Bank Client
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