Advanced Industry Topics and Programs

PSI works with our clients to compliment the curriculum with other client specific training initiatives. We utilize our knowledge of the financial services industry, our vast curriculum and our advanced instructional design and development capabilities to produce these deliverables. Some of the Advanced Industry Topics and Programs that we create for our clients typically include:

Emerging issues and “hot-topic” presentations
Financial metrics and profitability training
Product and service training
Job-specific, custom training programs for financial services industry professionals

The following projects represent a small sample of our custom training capabilities:

Industry Solution Training – Online and Instructor-led Training
 
  • PSI provided the global training for launching a large solution initiative for a leading solution provider.
  • The training is designed for Sales, Sales Support and Field Marketing professionals with responsibility for identifying opportunities for the solution within the Financial Services industry and provides participants with the ability to:
    • Discuss specific applications of the solution in the financial services industry
    • Describe the components involved in the solution implementation, including technology architecture, client’s professional services group and partner applications
    • Apply the steps involved in the solution sales process
    • Begin positioning the solution appropriately with financial services clients, including the value proposition, unique selling points and elements of financial return
Executive Education Instructor-led Training
 
  • PSI created and delivered a highly interactive 5-day instructor-led session that provides the opportunity for a ‘hand selected’ group of participants, based on client selection criteria, to demonstrate their ability to effectively position their company in a solution-oriented and product selling situation.
  • Organized around a realistic Case Study, the program comprises a comprehensive observation process that serves as a foundation for evaluating and building an individual’s development plan.
  • Participants are evaluated on their ability to position themselves, their company and their proposed solution with the needs and perspectives of different senior manager roles within their prospect account:
    • Financial Manager
    • Marketing Manager
    • Line Of Business Manager
    • IT manager

For more information about PSI’s custom training capabilities or to learn more about our advanced training capabilities, please contact PSI (866) GOTO-PSI (1-866-468-6774) or info@goto-psi.com.

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