Why You’ll Love the Wiki

PSI’s Inside Financial Services Wiki is a powerful, just-in-time tool that puts the financial services industry information your professionals need at their fingertips.

The Wiki allows your professionals to quickly search industry topics, link to related information and drill down to gain deeper knowledge.

The Wiki supports your professionals’ efforts to quickly:

  • Understand their client’s business
  • Demonstrate industry credibility
  • Prepare for executive meetings and new client engagements
  • Identify new sales and service opportunities with clients and prospects

What Information Is Included in the Wiki?

The Inside Financial Services Wiki encompasses the banking, capital markets and investment management segments of the financial services industry. Specific information covered includes:

  • Customers of the industry and their needs
  • Industry participants and their role in the industry
  • Products and services offered by financial institutions
  • Delivery channels used to provide services to customers
  • Risks facing the industry and how these risks are managed
  • Industry regulators and regulations
  • How financial institutions make money and the metrics used to measure financial and business performance
  • Important executives within financial institutions
  • Information technology used by financial institutions
  • Challenges facing the industry today
  • Sales and consulting opportunities

Industry Wiki Demonstration for Professional Services

Industry Wiki Demonstration for Sales Professionals

NOTE: It is best to view the videos in full screen for a better resolution.   Start playing the video and then click the double arrows on the bottom right to view in full screen.

Want to Learn More?

  • Contact us to see if you qualify for a free trial access period:

Why PSI?

The Inside Financial Services Wiki is managed by PSI’s seasoned industry professionals to ensure its content remains accurate, current and relevant to the needs of your professionals.

The Wiki is derived from PSI’s Inside Financial Services training curriculum, which is used by many of the world’s largest professional services firms, technology companies, business schools and industry regulators to provide their professionals and students with the industry acumen they need.

With over 25 years of experience in the financial services industry, we recognize the challenges your professionals face in comprehending specialized industry dynamics. Our industry knowledge and design capabilities uniquely position us to support your objectives and improve your professionals’ knowledge of industry-specific information.