Greene Consulting Associates was founded in 1979 and provides consulting and training services solely to the financial services marketplace. Located in Atlanta, Georgia, Greene Consulting has worked with the top providers of investment management and wealth management in both the United States and abroad.
Focused on helping firms generate incremental revenue through more effective sales and relationship management strategies, Greene Consulting offers training programs in Financial Services Selling, a Sales Management program, Presentation Training that integrates proprietary products, and the comprehensive suite of online learning modules related to investments and wealth management dubbed SkillMark®.
As well as off the shelf training, Greene Consulting offers customized training courses, tailored to the specific requirements of individual companies. For more information about Greene Consulting or any of its products and services visit the company’s website at www.greeneconsults.com or the online training site at www.skillmark.com.
The Background
The Wealth Management market has undergone significant changes in recent years, which has resulted in an increase in the number of competitors and the requirement for advisors to deliver financial advice on a broader array of financial issues. In addition, mergers and acquisitions activity and legislation have substantially increased the number of products and services that Relationship Managers are expected to knowledgeably sell. This has increased the training burden in terms of educating sales teams on product features and enabling cross selling and up selling to existing clients.
The Solution
Greene Consulting’s SkillMark provides a platform for both online and blended certification programs on a variety of subjects, including investments, insurance, retirement and estate planning. TopClass LCMS is the underlying technology in SkillMark and enables learning content management and assembly, personalised content delivery, learner collaboration, learner tracking and assessment, web-based training administration and database administration.
The Results
- Greene Consulting’s SkillMark has been used to deliver continuous Wealth Management Training to over 5,000 staff in leading North American Financial Services Institutions.
- In each case, SkillMark and TopClass have helped to increase top line growth, while at the same time dramatically cutting the cost of training.
- The feedback from the field has been very positive, showing higher participation and retention levels and faster certification.
- Increase in revenue from this knowledge is a key part of the solution, including teaching people cross-sell and up-sell techniques
- Greene Consulting and TopClass enable Financial Services Institutions to offer a truly integrated relationship management service to their clients, where each sales person can knowledgeably advise on multiple products and services.
Quote
“SkillMark provides clients best in class financial training content, and one of the key elements of our delivery is TopClass LCMS. It was chosen because it continues to be the most enterprise-ready, featurerich, proven e-Learning platform on the market today. Increasing the speed of sales training is key to our customers, and TopClass has helped us to deliver integrated sales and product training, thereby increasing sales and reducing costs.”
Michael Sorrow, Greene Consulting
1-877-WBT-7700
