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Consultant’s Guide: Know Your Client’s Industry

Consultant’s Guide: Know Your Client’s Industry

by Chris Lawton | Sep 17, 2018 | Business Acumen, Consulting and Accounting, Professional Performance, Technology Companies

Everyone is a consultant today, whether you’re serving external clients or working internally for your company. To differentiate yourself in today’s competitive marketplace, you need to build your industry knowledge and know your client’s industry.  “Knowledge is a...
Analytics in Financial Services

Analytics in Financial Services

by David Tompkins | Jun 12, 2018 | Business Acumen, Consulting and Accounting, Financial Institutions, Insurance Companies, Technology Companies

Following up on my post a couple of weeks ago on Digital Disruption in Financial Services, today I’m going to talk briefly about analytics in financial services.Analytics refers to the processes and technology used to collect, organize and analyze large data sets to...
What’s the Secret Ingredient to Learning? …Context

What’s the Secret Ingredient to Learning? …Context

by Jill Gualtieri | Jun 7, 2018 | Consulting and Accounting, eLearning, Financial Institutions, Insurance Companies, Technology Companies

In today’s fast-paced world, learners often prefer to look up information as they need it, instead of spending time to truly understand a topic. However, this approach often leaves learners relying on inaccurate information or trying to understand information without...
Digital Disruption in Financial Services

Digital Disruption in Financial Services

by David Tompkins | May 30, 2018 | Business Acumen, Consulting and Accounting, Financial Institutions, Insurance Companies, Technology Companies

Everyone’s talking about digital disruption in financial services, but one of the most common questions we still get from our students and clients today is: “What exactly is digital disruption, and what are the financial institutions doing about it?” Digital...
Financial Acumen – A Dirty Little Secret

Financial Acumen – A Dirty Little Secret

by Chris Lawton | Feb 17, 2017 | Business Acumen, Consulting and Accounting

Have you ever been in a meeting and someone said “we need to improve our efficiency” or “management wants ROE to increase by 2%” or “the business needs more cash flow?” While that all sounded good, you: Felt unsure about what it all meant, and Hoped no one asked you a...
Financial Acumen – Understanding the Numbers

Financial Acumen – Understanding the Numbers

by Howard Stein | Feb 16, 2017 | Business Acumen, Consulting and Accounting, Financial Institutions

Understanding the Numbers Will Help You Sell Every salesperson wants to identify new opportunities, become a trusted client partner, differentiate themselves from the competition and effectively position the value of their solutions. Easier said than done…. but they...

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Recent Blogs

Build Client Industry Knowledge to Build Stronger Client Relationships

Jun 21, 2022

Having industry knowledge and a strong understanding of client issues are essential to your success in any environment. However, in times of economic uncertainty, they are critical. There are limitless opportunities when you have the industry competency to engage...

Sharing Our Gratitude and Giving Back!

Jan 23, 2022

At PSI, we have a 21-year tradition of donating a percentage of our profits on behalf of our clients and staff. Thank you to our clients for making these donations possible. Each year we choose to support organizations that improve the lives of others. Please join us...

The Dirty Little Secret of Selling and Consulting Virtually

Nov 1, 2021

Knowing your client has never been more critical than in today’s virtual environment. Even though some businesses and industries plan to return to in-person meetings, virtual consulting and selling are here to stay. The world is grappling with uncertainty, and...

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