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Our courses are intended for a global audience, with each one being completely customisable to suit the needs of the individuals it is being delivered to.

They can be delivered in London or in your home town. You decide.

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Retaining your Top Clients

  • Banking and Financial Markets, Management Skills
  • Duration: One day
  • Information

    This one day programme is designed for intense levels of interaction, simulation and role play in a challenging but safe environment. The content will be of great value to anyone who interfaces with clients.

    Take a few seconds and ask yourself these searching questions:

    • Have you ever lost a client?

    • Could it have been your fault?

    • Can you improve your competence in managing clients?

    • Could the bank lose another client through inaction?

    • How might this affect you personally?


    Session 1:

    Helping front line staff develop the optimal relationship with each of their clients by examining:

    • Which clients are the most important to the bank

    • How client relationships develop

    • Signs that warn of difficulty ahead

    • What they can do about it

    Session 2:

    Understanding what clients really want and how well you are meeting these needs.

    • We help you to go beyond customer satisfaction surveys by implementing a personal customer relationship effectiveness metric

    • We show you how to add value to every client interaction

    Session 3:

    • The importance of the client relationship

    • Understanding perceptions and realities

    • Understanding client needs to add value to the relationship

    • Blueprint for developing the right relationship with each client

    • Client segmentation (the 80/20 principle)

    • Relationship selling/Problems and issues

    • Client warning signs/Colleague/team warning signs

    • Checklist for self-help at the desk:

    • The five types of client relationship

    • The twelve relationship wreckers

    • The top ten relationship savers

    • The eight personal competences

    • The one best way to measure relationship quality

    Course Close

    Register interest

    As every course we run is tailored to meet the specific needs of each client, we can only provide an estimate after fully understanding your specific requirements. Please complete the form below of call +44 (0) 208 894 4977 to discuss how Taylor Associates can help you.

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