Today’s customers are more skeptical and knowledgeable and have more choices than ever before when it comes to the finance, banking, and insurance industries. Today’s customers expect nothing less than the best in terms of reliability, service, and trust when it comes to their finances. It’s imperative that their investments are in good hands and that the professionals involved are well-respected and reliable.
A finance, banking, or insurance professional’s first impression is crucial to establishing these traits. Professionals who convey these characteristics early on give their clients a sense of which customer experience to expect—whether it’s an investment opportunity or an insurance claim.
Customers will form conclusions about a financial institution, bank, or insurance company based on how it presents itself, beginning with the professionals who are interacting with them. The perception of the professionals working in this field is crucial because it creates a lens through which all future interactions will be seen.
Whether an industry professional works as an advisor, a bank manager, a claims adjuster, or an insurance agent, the way they come across will directly affect how customers perceive their transactions. Regardless of whether a professional works for a large, regional, or local bank, credit union, brokerage, mortgage, or insurance firm, customers are always anxious about transactions. At their core, financial services, banking, and insurance often rely on transactions involving large amounts of money. The professionals’ responsibility is to help these clients realize that their finances are in good hands.
Are your professionals aware of how crucial their role is to the company’s bottom line? Are they aware of the different stages of the customer journey and how critical their interactions are at each stage? Professionals working in finance, banking, or insurance may not realize how much their communication style, behavior, and digital footprint influences customer decisions.
If professionals in these industries are to ensure a positive experience at every step of the customer journey, they must realize the critical influence of first and lasting impressions. They need to understand how assumptions based on these impressions can lead to a positive or negative outcome of any transaction.
The appearance of professionals in these industries and their demeanor, attitude, and communication style all affect how prospective and current clients view them and, by extension, how they see the products or services offered. Their personal reputation is just as important as the reputation of the company.
Financial, banking, and insurance professionals are well trained in product and service knowledge, but when it comes to their personal qualities, they may not realize the significant impact they have on the outcome of transactions. They need to ensure they convey trust, reliability, and competence at every stage of the customer journey if they want customers to feel confident about their transactions and experiences with companies.
Customers are bombarded by the advertisements, messages, and promotions of companies every day, making the human touch an essential factor when they decide which company to choose. If customers have a choice between two products or services, they will most likely buy from a company that makes them feel comfortable and cared for—the one that made a better first and lasting impression.
Whenever substantial amounts of money are involved, people need more than a good feeling to do business. A poor first or lasting impression will make people hesitant to trust you with their money.
Future customer behavior, such as whether they make repeat purchases, is affected by the perception the customer has of these professionals. Providing a positive customer experience from the first moment can help turn first-time customers into long-term partners and even customer advocates that recommend the company's services or products to others.
A customer's perception is shaped by their interactions with the professionals they interact with, both positively and negatively. Unfortunately, customers often prioritize a negative experience over a positive one out of fear or frustration about financial losses. If a customer feels unprofessionally or inappropriately treated throughout their customer journey, first impressions will be irreparably tarnished, and they tend to share the bad experiences rather than the good ones with others.
The customer experience in these industries is becoming increasingly digitized, such that software and data drive much of the customer experience. Most of the time, customers' first contact with finance, banking, or insurance professionals will be through the internet, or via email, chat, or phone. Despite never having the chance to meet their customers in person, professionals need to project confidence, knowledge, and sincerity instantly along every channel through which they communicate. Even in this digitized world, professionals cannot forget the personal touch and human element their prospects still value.
Customers observe the professionals working in those industries during their daily lives far beyond the confines of the office. They need to be aware that how they behave, how they appear, how they communicate, and how they use social media can affect how their business transactions are perceived.
Within the finance, banking and insurance sector, I have a proven track record of delivering engaging and thought-provoking keynote presentations for audiences that include professionals of all levels. I am consistently ranked as the top speaker at annual or mid-year conferences because of my extensive experience, unique delivery style, and relevant content.
That’s why finance, banking and insurance companies continue to book me, including the following
and many more.
My keynote presentations and training sessions for organizations such as yours are packed with valuable insights, practical tools, and tips your employees can put into practice right away. I provide content tailored to the needs of finance, banking, and insurance professionals.
With a shared, fun, interactive experience, I will equip your attendees with the awareness and skills to represent themselves and their organizations with confidence, clarity, and conformity.
By leveraging my extensive experience and unique perspective in the finance, banking, and insurance sector, I promise to bring your event to life. As a presenter, I’ll show up extremely prepared and go the extra mile to ensure my presentations meet the highest standards. Accordingly, I will adapt the material for your conference or event, take into account the specific needs of your audience, and concentrate on the key messages you want to convey. I will deliver a keynote presentation or training that leaves a lasting impression on finance, banking, and insurance professionals.
I would be honored to speak at your annual conference or training event and help your attendees make a favorable first and lasting impression at every step along the finance, banking, or insurance transaction.
Creative, thoughtful, professional, and thorough are just a few of the positive traits that come to mind when I think of her and her quality of work. She took the time to learn our business and company so that she could tailor her message to the audience – and she nailed it.
Sylvie is highly knowledgeable in her area of expertise, personable, and engaging. The amount of positive feedback I received after the presentation was incredible! To top it off, Sylvie was flexible with our scheduling demands which made it all the more pleasant to work with her.
What distinguishes Sylvie as a professional trainer is the care and attention she devotes to her diagnostic and customization process, which includes a detailed questionnaire to ensure the relevance of her material to the outcomes we desired. She truly delivered on what she promised.
I have been “one of you” for nearly twenty years. I understand the corporate world and the world of speaking like few other speakers in this industry.
I have already reached tens of thousands of participants worldwide and have planted the seed of first impressions for themselves and their organizations.
I connect with a wide range of audiences of varying cultures, genders, and ages and I have the ability to address everyone from the doorman to the CEO.
I create a memorable experience in a fun, creative and informative way. I “do” the unexpected, and your audience will remember the lessons I share.
I do not use canned presentations because I know each industry, company, and audience has its own challenges and needs a different approach and way to inspire them.
I amaze my clients. I deliver a level of excellence that they could not imagine was possible. Good is never good enough for me.
I am easy to work with. I’m not the kind of speaker who has special requests. Instead, I focus on making your stressful job as easy as possible.
I’m all yours for the entire day, and I’m happy to be involved in additional engagements such as photo ops, book signings, VIP lunches or dinners, etc.
I truly love what I do, and I feel very privileged that you are considering me as the speaker for your upcoming event.
I’m happy to take you up the stairs. Yes, literally. Join me in climbing the highest buildings in the world. If I can do it, you can too! 😉
