Financial Services

Digital disruption, fintech challengers, Covid-19, pressure on profitability, regulatory burdens and risk management concerns are just some of the challenges facing financial institutions today. PSI’s solutions ensure you understand these challenges and elevate your industry insight to deliver the edge you need to engage in the financial services industry effectively.

We offer multiple solutions for the financial services industry, including:

Inside Financial Services® E-Learning Curriculum

PSI’s Inside Financial Services® Curriculum provides financial services industry knowledge through nine self-directed eLearning courses.

Courses are designed for today’s busy learners and are fast-paced, organized in short learning bursts (using interactive videos, games and exercises) and NASBA certified.

See how our Inside the Industry® eLearning Curriculums allow you to step inside the financial services industry by building customer knowledge, identifying pain points and building expertise.

Inside Financial Services® Industry Wiki

PSI’s Inside Financial Services® Wiki is a game-changing, just-in-time information tool that encourages continuous learning by providing quick access to accurate and detailed financial services industry information from any device, anywhere, at any time.

The wiki is ideal for researching industry topics, prepping for executive meetings, building credibility and staying up-to-date on industry trends.

See how our industry wikis can help build in-depth financial services industry acumen.

Financial Services Executive Conversation Starters™

PSI’s Executive Conversation Starters™ are just-in-time support tools that elevate the level of conversation with financial services industry executives by providing questions to initiate conversations and prompts to position solutions strategically, differentiating your offerings from the competition.

Executive Conversation Starters™ are mobile-enabled, so they can be accessed from any device, anywhere, anytime.

Take a look at our Executive Conversation Starters™ to learn more.

Executive Suite Banking Simulation™

PSI’s Executive Suite Banking Simulation™ offers a unique opportunity to “walk in the shoes” of senior banking executives. The simulation provides a hands-on opportunity to manage a large regional financial services (banking) institution and focuses on challenges faced by senior executives.

Taught in a virtual or instructor-led environment, the simulation allows you to set a business strategy, make C-level decisions affecting products/services, marketing, pricing, technology improvements, asset-liability management and more.

Check out the benefits of the Executive Suite Banking Simulation™.

Understanding Your Financials

PSI’s Understanding Your Financials program builds financial acumen specific to your institution, connects your individual decisions to the bottom line and improves your strategic decision-making.

Taught in a virtual or instructor-led environment, this customized course uses simulations to challenge perspectives and improve strategic knowledge of your bank.

Take a look at our Financial Acumen offerings to learn more.

Understanding Your Company's Strategy

PSI’s Understanding Your Company’s Strategy program builds an understanding of your institution, including strategy, business segments, competitors, current challenges facing the institution and more.

Taught in a virtual or instructor-led environment, this customized course improves your decision-making and promotes strategic thinking.

Take a look at our Business Acumen offerings to learn more.

Learning Bursts

PSI offers multiple microlearning solutions that deliver learning in short bursts of information (5-10 minutes) to meet your needs and budgetary parameters.

Whether it’s animated shorts, podcasts, instructional videos, Infobases, etc., PSI has the financial services industry knowledge and instructional design expertise to achieve your goals.

Check out some examples of the Learning Bursts we’ve developed.

Custom Training and Facilitation

PSI designs custom learning experiences to help achieve your goals. Our unique blend of expertise in the financial services industry and instructional design experience ensures you have a partner that understands your business and your needs. From creating podcasts to designing and delivering entire learning curriculums, PSI has the capabilities to engage learners.

PSI instructors are seasoned industry experts that offer a unique combination of highly effective facilitation and in-depth financial services industry knowledge to ensure your next delivery is a success.

Check out our Custom Training and Facilitation services to see how we can build a learning solution to meet your needs.

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