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Financial services

Communication training for financial services

We prepare the people who speak for banks, central banks, regulators, insurers and investment funds. Based in London and Dubai, delivered worldwide.

180+ financial institutions trained · 57 countries · Five continents · Since 2001

Trusted across financial services

Selected banks, central banks, regulators, insurers and funds in Europe, the Americas, Africa, the Middle East and Asia.

European Central Bank
Bank of England
World Bank
HSBC
Barclays
Deutsche Bank
AXA
Visa
Bank of America
BNP Paribas
Investec
SWIFT
Allianz
Bank Indonesia
Saudi Central Bank
Stanbic IBTC

We also train stock exchanges, financial centres, sovereign wealth funds, development banks and insurance brokers across the world.

Why financial communication is different

A central bank's statements are an instrument of policy. Markets trade on the wording of a rate decision, and a bank chief executive's answer on capital or a bad loan reaches depositors, regulators and rating agencies at the same time.

Public money raises the stakes. A regulator has to show it is watching a bank or a listing without saying anything that starts a run or moves a price, and a sovereign fund's stake in a foreign port or airline is read as an act of state.

Most of what a financial institution says, it says one to one. Relationship managers, brokers and client teams sell products their competitors also sell, so the pitch and the negotiation decide the business, and each of them speaks for the brand.

What we train financial services people for

Every programme is built for the situation your people will face, using your own issues, your stakeholders and the questions they will be asked.

Media training

Executive media coaching for chief executives, governors and spokespeople, with scenarios built on your own numbers, several rounds on camera and a written assessment of each person.

Crisis communication

Crisis media skills for the executives who face the press, crisis strategy for the communication team and simulations built on your own risks.

Presentation and negotiation skills

Presentation, negotiation and professional conduct programmes for relationship managers, brokers and client teams who win and keep business face to face.

Public speaking and coaching

Public speaking and one-to-one coaching for chief executives and governors who address shareholders, conferences and staff.

Communication strategy

Communication strategy, internal communication, writing and ESG communication for the communicators of banks, regulators, insurers and funds.

Public affairs and protocol

Public affairs, protocol and event management for the people who deal with governments, host delegations and run governance meetings.

How in-house training works

Most of our training is designed for one organisation and delivered to its team. This is what happens between your first message and the training day. To book individuals onto a scheduled course, see our open courses.

1
Tell us what you need

A 30-minute call is usually enough. We ask who will be trained, what they face and what you want to be different afterwards.

2
We send a proposal

Within a few days you receive a written proposal: the programme, the trainers, the format and the fee.

3
We build the programme

Once you confirm, we write the exercises around your organisation: interview scenarios on your issues, crisis exercises on your risks. Every trainer is briefed before day one. Where you are building a whole communication team, we start by assessing people against what each role needs.

4
We deliver and report

On site anywhere in the world or live online, in many languages. Every participant is coached individually and leaves ready for the real thing, and looking forward to it. Afterwards you receive a written report on each person and on the team, with recommendations for next steps.

Our work in financial services

HSBC: executive coaching and a conduct programme

We coached two of the most senior executives of HSBC's Middle East bank in public speaking, its chief executive among them, and designed a professional conduct programme for some 150 relationship managers.

European Central Bank: a decade of training in Frankfurt and London

We have trained the Bank's staff for a decade: media engagement at its Frankfurt headquarters, a five-day communication programme and public speaking training in London for its banking supervision inspectors.

AXA: communication training for AXA Investment Managers

Nine one-day courses in communication strategy, copywriting and writing for the web for some 30 of its communicators in London and Paris, in English and French.

Standard Bank: public speaking training for senior executives

We trained 25 senior executives of Stanbic IBTC, Standard Bank's business in Nigeria, in presentation and public speaking, then coached them live at their executive committee presentations.

Accredited by
British Accreditation Council (BAC) Knowledge and Human Development Authority (KHDA) Pearson Assured CPD Certified

Talk to us about your team

Tell us who speaks for your organisation and the situations they face. We'll reply within one day.

Prefer email? Write to london@isoc.com.

Talk to us about your team

We reply within one working day.