// Industries

Banking, Financial Services, & Insurance

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Succeed with selling financial services.

There are 3 common challenges when it comes to selling financial services:

  1. Generating new conversations with potential customers.
  2. Leading those conversations masterfully and winning business, often in the face of stiff competition.
  3. Maximizing business with existing customers.

Banks and financial institutions struggle to engage conversations that lead to new business and generate the internal referrals necessary to grow accounts as much as they should. Financial services companies who have overcome these challenges experience much greater profit and revenue growth than the rest.

Boost Sales Skills

Boost Sales
Skills

From prospecting and leading sales conversations to negotiating and closing, your team needs the right skills to succeed in sales. Our sales training programs to give your sellers the skills they need to find and win new business.

Build a Culture of Business Development

Build a Culture of Business Development

You need everyone involved in business development, from bank tellers and branch managers to financial advisors and brokers. We help create a business development culture across your entire institution.

Grow Existing Accounts

Grow Existing
Accounts

A huge untapped opportunity in many financial service businesses is growing existing accounts. We’ll teach your team how to successfully cross-sell and upsell the full set of your institution’s capabilities.

Services for Banking and Financial Services

We offer sales training programs, consulting, and coaching to help improve financial services sales.

"Professionally, there’s not much worse than a missed opportunity. With RAIN Group, you’re going to be positioned to seize opportunities."

- Jim Bacharach, Vice President, John Hancock

How We're Different

Financial Services Expertise

Financial Services Expertise

We’ve worked with both global and regional financial services firms, banks, and insurance companies to help them improve sales performance. We speak your language and teach professionals how to sell by bringing their valuable advice to buyers.

Research-Based

Research-Based

Our training programs and methodologies are based on our own experience working with financial services institutions, along with benchmark research including What Sales Winners Do Differently, Top Performance in Strategic Account Management, and The Top-Performing Sales Organization.

Complete Learning System

Complete Learning System

Training is not our focus. Behavior change is. We offer a complete education system focused on real results including assessments, program customization, and robust reinforcement—all designed to ensure the learning sticks. Learn more.

Our Experience in Your Industry

We’ve worked with clients across a broad spectrum of financial services industries, including:

2 Great Ways to Learn More

The Future of Consultative Selling

The Future of Consultative
Selling

Selling has changed more in the last 10 years than in the previous 40. Learn how to succeed in the new sales environment.

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Contact Us

Learn More about Our Financial Services Practice

Take the first step to learn how RAIN Group can help you increase sales success at your bank or financial services institution.

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Representative Clients

McKinley Carter
BNY Mellon
client-logo-johnhancock.png
Fidelity
Bank of America
BMO Capital Markets
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