Financial Services
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.
Call us to learn more at 1-866-468-6774!
We offer multiple solutions for the financial services industry, including:
Inside Financial Services® eLearning 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 your professionals 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.
Executive Banking Simulations®
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®.
Understanding Your Financials
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.
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 professionals’ 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.
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 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.
Related Articles
Selling and Consulting to Banks During Covid-19
Knowing your customer has never been more critical than in today’s Covid-19 environment. When selling or providing consulting services to banks and financial institutions, now more than ever, it is...
PSI and MindTickle Partnership – Sales Enablement by Building Industry Knowledge
MindTickle and PSI Partner to Deliver a Sales Enablement and Readiness Solution that Builds Industry-Specific Expertise SAN FRANCISCO—April 29, 2020—MindTickle, the leader in Sales Readiness...
5 Tips for Converting In-Person Training to Virtual Learning
Companies worldwide are ramping up skills development efforts in a remote work environment. Converting in-person training assets to virtual training is an efficient and cost-effective way to develop...
Consultant’s Guide: Know Your Client’s Industry
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...
Analytics in Financial Services
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...
What’s the Secret Ingredient to Learning? …Context
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...