Financial Services & Banking
Financial services is one of Tim's deepest sectors. Programs are built around the realities of a regulated environment — relationship banking, suitability conversations, compliance-aware selling — without sacrificing commercial edge.
Programs tuned to your sector.
Financial services is one of Tim's deepest sectors. Programs are built around the realities of a regulated environment — relationship banking, suitability conversations, compliance-aware selling — without sacrificing commercial edge.
Every program is customised on case studies, role-plays and language so the cohort recognises themselves in the content — and so the content holds up under scrutiny from senior leaders in the room.
Scope a Financial Services & Banking programFour pillars in Financial Services & Banking.
The most-requested program families for this sector.
Relationship banking and wealth-management conversations
Commercial banking — middle-market and corporate
Customer service and retention for retail banking
Leadership development for branch and regional leaders
Start here — the four programs most-deployed in financial services.
Direct links to the Ascent programs that fit regulated-environment selling, relationship banking and risk-aware leadership.
B2B Sales Training
Relationship banking, wealth management and commercial-banking conversations — selling within compliance and disclosure boundaries.
Explore B2B SalesNegotiation Skills Training
Built for relationship-managers, advisors and dealmakers — negotiating fees, terms and trust across regulated, long-tenure client relationships.
Explore NegotiationCustomer Service Training
Retail-banking retention, branch CX and household-of-households loyalty — the everyday service moments that compound lifetime value.
Explore Service TrainingLeadership Development
For branch managers, regional leaders and line-of-business heads — leading regulated, multi-line businesses with risk discipline.
Explore LeadershipThe conversations Financial Services & Banking leaders bring us.
The most-requested topics inside this sector — bring one of these to a consultation and we'll know exactly where to start.
- Selling within compliance — suitability and disclosure conversations
- Discovery in financial planning and wealth
- Trust-building as a measurable activity
- Retention at the household and household-of-households level
- Leadership across regulated, multi-line businesses
Whatever your sector specifics — bring them.
The discovery call exists for the things on the list above and the things that aren't. Tell us about the real conversation happening in your business right now.
Talk to us about Financial Services & Banking
Let's tune Ascent to your sector.
Share your team, your goal and the timeframe — we'll come back within one business day.