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Financial Services

Ideas that power performance

Financial services is one of the most highly regulated, rapidly evolving, and competitive global industries. Disruption is only escalating. Traditional ways of working are being challenged.

It’s not just about becoming a digital enterprise. Technology without a well-articulated and properly executed strategy won’t create change. It’s how companies will adopt, apply, and adapt new ideas surrounding technologies.

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The key to success in financial services is always, and ultimately, your people.

Their knowledge, capacity, and engagement create a sustained competitive advantage. We are an expert solution partner for digital-age leadership in talent development, people capabilities and proficiency, corporate learning, learner experience and design, client experience, relationship management, and sales.

We help you create a workforce of high performers who align your organization at all levels, deliver new innovative ideas, go beyond compliance, and compete in a global, digital market.

Turning obstacles into opportunities

Your risk-mitigation and relationship management partner

Consumers are demanding enhanced experiences, service journeys, and channels of sales and relationship management. Meanwhile, uncertainty about the future of physical locations grows. Digital-only competitors are challenging traditional revenue and operating efficiency models. Margin pressures are driving organizations to automate workflow processes and functions. 

Expanding information security, customer privacy, data, risk mitigation, and capital management regulatory compliance requirements compound the strategic complexity. These escalating pressures are converging on the evolving talent workforce and their leadership, driving them to upskill, reskill, or realign. 

For over 50 years, we’ve been serving financial organizations across the world. Our extensive on-the-ground local office networks assist and support strategy and mission, workforce training, development, performance management, and the always-evolving employee experience.

The challenges and opportunities in banking, insurance, investments, and merchant services grow more complex every day. With our comprehensive global industry experience, GP Strategies provides proven solutions, relevant processes, and agile veteran expertise to support your team in achieving your goals.

Our Solutions

  • Business Consulting & Organizational Development

  • Leadership Solutions

  • Learning Solutions

  • Managed Learning Services

  • Technology Implementation & Adoption

Case Studies

Explore our real-world client success stories

Business Impact
Gold
Brandon Hall
Excellence in Learning
Reduced
Program costs and simplified processes

Designing and Delivering a Workforce of the Future Program for a Global Financial Services Company

A global financial services company is actively using automation to remove low-impact, repetitive tasks from the workforce.
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Understanding Customer-Centered Sales Culture at a Large Bank Holding Company

A leader in the financial services industry wanted to create a learning solution that would provide employees with a foundational understanding of the retail sales culture.
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Providing Hands-On Learning at a Large Bank Holding Company

A leader in the financial services industry needed to streamline their internal process for customer inquiries.
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Business Impact
2,000+ end users
Highly satisfied with training and comfortable executing job-critical tasks

Providing Training Solutions at a Major Insurance Company

A major healthcare insurer was completing multiple projects to prepare their workforce for new processes affecting healthcare, to improve efficiencies, and to lower administrative costs, all of which would majorly impact their employees.
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The learning path truly demonstrates what the team is doing to meet and enhance the customer experience and define innovative solutions to the problems we face.

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