Successful Communication

The complexity of financial products and the diverse needs of clients require targeted and customized approaches to advisory services. Clients have become more demanding and are more willing to switch financial institutions. They expect competent, appropriate, and professional advice.

In practice, personality typology tools have gained in importance which allow us to determine preferred communication styles and behavioral patterns. Especially in client advice, they have proven to be effective.

Understanding their own and the client’s personality type enables client advisors to adapt to the client’s preferred communication style and thus convey the message in the most appropriate way. Through this process, client advisors are able to meet the expectations of their client. As a result, client satisfaction and the effectiveness of the entire advisory process increase.

Fintelligence uses a range of personality assessment tools such as DISC/DISG by Persolog, Structogram, or Insights Discovery to support client advisors in understanding their own personality as well as the personality types of their clients.

 

 

Your benefit

A deep understanding of one’s own personality traits helps client advisors to better recognize their own strengths and development areas.

This awareness fosters their self-confidence as they learn to use their strengths effectively and identify and work on their development areas.

The client advisor acquires strategies to accurately recognize the personality and communication preferences of their clients. Consequently, they learn to optimally adjust and apply their communication and behavior style to each individual client.

The client advisor is enabled to present products and services in a way that matches the needs, values, and preferences of the client.

Such a personalized approach to advising not only increases the likelihood of sales success but also ensures that clients feel understood and valued, thus further strengthening their loyalty to the advisor and the institution.

Our offer

In preparation for the workshop, an analysis of strengths and development areas is carried out based on an online personality survey. It reveals personal preferences and provides concrete guidance for the targeted development of the advisor.

During the workshop, the personality profiles are reviewed and explained in detail. Participants understand how to recognize the personality types of their clients and adapt their communication strategies accordingly.

Through real case studies from banking practice, role-plays, and discussions, the theoretical knowledge is put into practice in a safe environment.

The client advisor is encouraged to classify the most important client from their current client book and design targeted strategies for further appropriate communication with them.

At the end of the workshop, the client advisors draw up an individual action plan which they implement in their daily life over the following months.

Target group

The delivered content is tailored to the needs of client advisors, team leaders, and the bank.

SAQ Recertification Measure

The training programme ‘Successful Communication’ is a recertification measure for bank client advisors (according to SAQ).

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