// Industries

Banking, Financial Services, & Insurance

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

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

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.

Sales Assessments

We'll help you identify who on your team not only can sell, but who will sell and to what success level. Our assessments measure sales skills and attributes, and examine the factors that affect business development success.

Sales Performance Improvement Consulting

Should you be getting more out of your sales efforts? We'll help you uncover the greatest opportunities for sales growth and implement a culture of sales success at your institution.

Strategic Account Management

In selling financial services, the relationship does not end after the first sale. In fact, it’s just the beginning. We'll help you uncover huge untapped opportunity to grow existing accounts.
"RAIN Group introduced the key selling skills that our team needed to become top performers. They presented a customized program that addressed our specific needs and taught us how to lead conversations and close business with great success. The results to date have exceeded our expectations. Our average sales have increased drastically, we've shortened our sales cycles, and we're on track to achieve 200 percent of sales targets. Our business development skills are at an entirely new level and it's having a significant impact on our growth."

- Scott Moon, Global Sales Head, Corporate Financial Risk Management, Chatham Financial

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.



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:

3 Great Ways to Learn More

The Future of Consultative Selling

The Future of Consultative

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


Client Success Story

Financial Advisory and Technology Company Increases Average Deal Size by 180%

Learn how RAIN Group helped Chatham Financial increase their average deal size by 180%.


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.


Representative Clients

McKinley Carter
BNY Mellon
Bank of America
BMO Capital Markets