Build In-Depth Knowledge, Insight and Financial Services Industry Acumen
PSI ensures your financial professionals understand the challenges facing financial institutions today.
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 your professionals understand these challenges and elevate their industry insight to effectively deliver the edge they need to engage in the financial services industry.
We offer multiple solutions for the financial services industry, including:
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 your professionals to step inside the financial services industry by building customer knowledge, identifying pain points and building expertise.
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.
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.
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 your professionals 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™.
PSI’s Understanding Your Financials program builds financial acumen specific to your institution, connects your professionals’ decisions to the bottom line and improves 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.
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 professionals’ decision-making and promotes strategic thinking.
Take a look at our Business Acumen offerings to learn more.
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.
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 who 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 who offer a unique combination of highly effective facilitation and in-depth financial services industry knowledge to ensure your next delivery is successful.
Check out our Custom Training and Facilitation services to see how we can build a learning solution to meet your needs.
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...
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One of the world’s largest consulting firms (a PSI client) approached us to help their partners and managers (customer-facing professionals) initiate and engage in conversations with C-level...
Knowing your customer has never been more critical than in today’s virtual environment. Even though some businesses and industries are planning to return to in-person meetings, virtual consulting...
Recently, PSI had the pleasure of working with 80 newly hired banking Analysts during a virtual delivery of our Executive Suite Banking Simulation™. This was the fifth group of new hires we’ve...
Since gaining access to C-level executives is a precious opportunity, you need to make the most of it. To ensure your conversations with executives are productive, you need to be prepared, but what...