Banks and financial institutions


We help teams:

  • Interact with corporate clients
  • Have better conversations with clients
  • Gain specialist knowledge of global cash management operations (working in either sales, product or implementation roles)
  • Propose better and sustainable solutions
  • Make a shift from product to solution selling

We can provide:

  • Training that is linked to an understanding of the needs of your customers, through research such as Business of Treasury
  • Globally recognised certified qualifications, underpinned by the  ACT's Competency Framework
  • Subject matter expertise that covers the full range of treasury activity
  • Flexible delivery methods to ensure minimal business disruption


How we've helped our clients

Fund manager

An investment manager wanted to understand how treasury clients made decisions on investing spare cash.

We designed and delivered a one-day bespoke course that taught them how treasuries are organised and measured, how decisions are made and what matters to the treasurer.

Scandinavian bank

The cash management specialists of this major Scandinavian bank wanted to understand its corporate clients better.

We taught them about the concepts of working capital management and how corporate treasurers manage their bank relationships.

Relationship managers noticed an immediate improvement in customer satisfaction following the training and the bank has now set up a specialist team to focus on helping their clients to optimise their working capital.


Call us on 020 7847 2540 or email the team and we will tailor a training solution for your team.



Want to know more? Our team can advise you.

Sam Baglioni
Sam Baglioni
Head of Client Solutions
David Coulson
Business Development Manager
Manisha Parmar
Manisha Parmar
Programme Manager
The programme has upgraded the discussions that our international team is having with clients, especially large global companies.
Paul B. Toth, Managing Director, PNC Bank
Scroll to top