The issue
A well-known financial services organisation was changing its brand in the UK banking market, positioning itself at the leading edge of the mid-corporate sector and leveraging its reputation for outstanding service.
Customer relationship managers had to increase their contribution to local image building and reinforce the new focus. Managers also needed to broaden their discussions with customers, moving beyond the renewal of facilities to embrace wider business issues such as customers’ own marketing efforts.
The action
We designed, developed and delivered a two-day workshop to help participants plan customer seminars and generate the right impression in the local market. This was designed to fit within a longer change programme for relationship managers.
Exploring the fundamentals of marketing, the workshop enabled managers to begin developing their own personal approach to driving the business. At the same time, managers tested their ideas in a supportive environment and received guidance on enhancing their personal impact.
The outcome
By the end of the workshop, participants had a good understanding of the marketing ambitions of the business and ways they could improve their communication with customers and prospects. They were also confident about using planned and ad hoc networking opportunities to increase their local presence, and instigating useful seminar events within their business community.