Customised Training for the Financial Services Industry

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While every organisation has their unique business challenges, Strategy Execution's extensive research and practical work with leading banks has allowed us to aggregate business issue into four definitive drivers that distinguish the industry today. Putting on our project-tinted lenses in working with the industry, these drivers have been determined to critically impact the skills requirements and competencies development of the project community. Our clients have this realised the most significant value against these business drivers by focusing on the selcect project management areas.

Banking to Success

The pace of change in the industry is accelerating all around the world. Every organisation in the financial services industry is in the race to win more customers and more business in a landscape of savvy consumers, tight compliance oversight and intense competition. Numerous critical issues facing financial institutions today are affecting all levels of their organisation.

Industry Drivers and the Impact on Project Performance

Shifting Revenue and Distribution Models

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The Challenge: Improving the overall customer experience is a priority for most. The product-focused approach, is giving way to customer-centric models which deliver multi-channel access, product simplicity and seamless integration across service lines.

Our Solution: Agile project management to cope with continual iteration, real life pilot testing and rapid learning.

Core Focus Areas

  • Achieving Organizational Buy-in for Agile
  • Estimating and Planning Agile Projects
  • Agile Requirements
  • Risk Management in Agile Environments

Risk Regulation and Compliance

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The Challenge: The growing complexity of industry regulations coupled with less flexibility to meet compliance requirements is causing a massive shift of IT and project resources within financial services to focus on time sensitive, high-consequence compliance projects.

Our Solution: Establish strong risk management and resource management processes within project environments to successfully manage compliance initiatives.

Core Focus Areas

  • Eliciting and Documenting Risks
  • Risk Analysis
  • Risk Monitoring and Control
  • Response Planning
  • Scheduling Techniques
  • Schedule Analysis
  • Resource Management

Cost Efficient Operations

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The Challenge: A tightened risk management environment requires financial institutions to have robust systems and efficient operations. A well-defined IT strategy needs to be supported by strong project portfolio processes to optimise IT operations, infrastructure and offshore management capabilities.

Our Solution: Learn to manage IT strategy through the development of effective project portfolio management capabilities while building organisational capabilities to manage the entire procurement process.

Core Focus Areas

  • Portfolio Risk Management
  • Portfolio Budgeting and Resource Allocation
  • Portfolio Monitoring and Control
  • Portfolio Optimization
  • Vendor Requirements
  • Proposal Evaluation
  • Contract Negotiation
  • Contract Monitoring
  • Contract Changes

Human Capital Productivity

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The Challenge: The re-allocation of resources to meet regulatory requirements coupled with cost efficiency measures to offset reduced revenue have left many banks under- equipped to deliver on growth expectations. In this environment, it is critical to maximize the productivity of existing talent through thoughtful human capital development

Our Solution: Build up project-focused competencies and establishing a project management landscape to drive organisational excellence.

Core Focus Areas

  • Project, Program and Portfolio Management
  • Sourcing and Contract Management
  • Requirements Management
  • Project Leadership Development

Proving Business Value for your Learning Investments

At Strategy Execution, we know that learning investments must be linked to improved business performance. We asked 15,943 learners from the banking and finance industry who have trained with us since 2010 to rate how their training in project-related areas has impacted their business performance and the numbers speak for themselves.

Click here to see our results in the Financial Services industry.

About Strategy Execution and Clients We Have Worked With:

Strategy Execution is a global leader in project-focused training who understands the business challenges within the Financial Services industry landscape.

We have assisted industry leaders for over three decades in improving efficiency, success, and their bottom line via customised learning solutions, and are proud to have worked with BNP Paribas, Barclays, Standard Charted Bank, National Australia Bank, Commonwealth Bank of Australia and many more.

For more information on financial project management training, contact us at or +61 2 8999 9162.