Banking & Financial Services Training
Building Trust and Driving Growth in Financial Sector
Build your most valuable asset in a competitive financial landscape: trust.
Challenges We Solve for Financial Services
Our training is a practical, hands-on programme that covers:
Navigating Regulatory Complexity
Staying compliant while staying human is a real challenge. We train your people to embed regulatory requirements naturally into every conversation.
Selling in a
Trust-Deficit Environment
Customers are sceptical of financial services. We help your team build genuine trust through ethical, consultative conversations that put the customer's goals first.
Moving From Product Selling to Needs-Based Advice
Leading with products instead of understanding drives customers away. We use the A.L.I.G.N. framework to shift your team toward genuine needs discovery.
Inconsistent Customer Experience
Customers expect the same quality whether they call, visit, or meet a mobile advisor. We build a consistent, repeatable standard across every team and touchpoint.
Leaders Who Manage but Don't Coach
Many financial services leaders are promoted for technical skills, not people skills. We develop leaders who coach with confidence and build high-performance cultures.
Clients We Work With
Trusted by leading brands worldwide
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Our Tailored Training Solutions
We offer a suite of training programmes tailored to the specific needs of the banking and financial services industry:
For Sales & Advisory Teams
We help sales and advisory professionals move beyond product pitching to genuinely consultative conversations. Your team will build the skills to uncover client needs, navigate complex financial decisions with confidence, and develop long-term relationships built on trust.
For Customer Service & Frontline Staff
We equip frontline teams with the mindset, skills, and process to deliver consistent, empathetic service in every interaction. From handling difficult conversations to identifying opportunities to add value, your people will represent your brand brilliantly at every touchpoint.
For Leaders
We develop financial services leaders who know how to coach, not just manage. Your leaders will build the confidence to have meaningful performance conversations, reinforce the right behaviours across their teams, and create a culture where both people and results thrive.
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Success Stories in Banking & Finance
We offer a suite of training programmes tailored to the specific needs of the banking and financial services industry:
Teachers Mutual Bank Limited
91.5 % Customer Satisfaction
In 2023 Teachers Mutual Bank Limited was recognised by Ethisphere Institute as one of the World’s Most Ethical Companies for the 10th year in a row. It is only one of four banks globally to receive this recognition, and the only company in Australia
- 91.5 % customer satisfaction
- 72.1 % of customers “highly likely” to recommend
- 20% increase in insurance sales in first year of implementation
Collaborative Consulting
263% ROI
A small financial advisory company undertook our sales training programme and had a significant return within a matter of weeks.
- 263% Return on investment
- 8 week transformation
- Sustained results
TSB Bank
Voted NZ Best Bank
TSB has been working in partnership with Align Training (formerly Integrity Solutions) for the past 28 years.
The framework is widely used by our customer facing teams and aligns with both TSB’s values and customer centric service proposition.
- 28 years of collaboration
- Sales & Service training
- NZ's most customer-centric bank
Our Finance Approach
Transforming the financial industry through proven methodologies and people-centred solutions.
Assessment & Discovery
Comprehensive evaluation of your organisation's unique challenges and opportunities.
Customised Strategy
Tailored solutions designed to meet your specific goals and organisational culture.
Implementation & Training
Comprehensive evaluation of your organisation's unique challenges and opportunities.
Measurement & Optimisation
Continuous monitoring and refinement to ensure sustainable results.
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Why Choose Our Approach?
- Evidence-based methodologies
- Proven track record of success
- Customized to your needs
- Sustainable, long-term results
Financial Institutions We Support
Delivering measurable impact across cultural, membership, productivity, and relationship metrics for customer-owned banks.
Banking
- Strengthens ethical, customer-first sales conversations.
- Builds trust and identifies broader financial needs.
- Balances compliance with relationship-building.
- Unifies branch and digital sales behaviours.
Insurance
- Shifts focus from products to personalised solutions.
- Builds confidence in complex policy discussions.
- Enhances needs-based questioning skills.
- Supports ethical, emotionally intelligent selling.
Investment Management
- Fosters client trust through values-driven conversations.
- Equips advisers to explore long-term goals confidently.
- Reinforces ethical, consultative selling practices.
- Differentiates value beyond fees and performance.
Fintech
- Aligns sales conversations to digital-first journeys.
- Simplifies technical offerings through consultative selling.
- Instils a scalable, customer-aligned sales culture.
- Builds trust with B2B and enterprise clients.
Customer-owned Banks
- Builds member trust through values-based, needs-first conversations.
- Strengthens frontline capability to grow products per member.
- Develops leaders who reinforce a member-first service culture.
- Balances compliance obligations with genuine relationship building.
Key Topics in Financial Training Programmes
Customer-Centric Selling in Financial Services
Our programme teaches sales professionals how to shift from product-focused selling to a customer-centric approach by deeply understanding clients’ financial goals, risk profiles, and personal circumstances.
Navigating Regulatory Compliance
We equip teams with the skills to embed regulatory compliance into their sales conversations, ensuring ethical conduct in line with APRA, ASIC, and FMA requirements.
Building Financial Literacy and Product Confidence
Participants develop a strong understanding of financial products and learn how to communicate their value clearly and simply to clients, building trust and credibility.
Values-Based Sales Conversations
We train teams to lead with integrity by aligning customer needs with ethical recommendations, ensuring every interaction builds long-term trust and loyalty.
Consultative Needs Discovery
Sales professionals learn how to ask insightful questions and listen effectively, enabling them to uncover customer needs and provide tailored financial solutions.
Managing Objections in a Regulated Environment
Our training helps teams handle objections confidently and respectfully, while remaining compliant with the strict regulatory expectations of the financial services industry.
Relationship Management and Client Retention
We focus on building long-term client relationships by moving beyond transactions and teaching strategies for proactive follow-up, ongoing support, and value-added service.
Coaching for Performance and Accountability
Leaders learn how to coach their teams for sustained performance by fostering accountability, encouraging ethical behaviours, and reinforcing a customer-first mindset.
Align Selling
Customer loyalty and create a customer focused culture. Sales is redefined as a values driven process, where the focus is on creating value for customers through building strong relationships, identifying needs and solving problems.
SKILLSET
Enhance sales skills by deeply understanding customers, fostering trusted relationships, and positively influencing their buying decisions.
MINDSET
Boost achievement and confidence by reinforcing positive attitudes, beliefs and values essential for high achievement in sales.
PROCESS
A value-driven sales process that builds trust, identifies customer needs, ensuring a shift to solution selling and attracting and retaining loyal customers.
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Transform Your Finance Sales Journey
Schedule a free consultation to discuss your team's specific challenges and goals. We will show you exactly how Align Training can help.
- Customised training solutions
- Proven methodology
- ROI-focused approach
About Our Financial Services Training
In the highly regulated and competitive banking and financial services industry, trust is your most valuable asset. Customers demand personalised advice, transparent communication, and a seamless experience. Align Training provides specialised training programmes that help your teams build strong, trust-based relationships while navigating complex regulatory requirements such as APRA and FMA guidelines. Our A.L.I.G.N. framework provides a consistent, needs-based approach for every customer conversation, from frontline tellers to senior financial advisors. We help shift teams from a product-focused mindset to a more customer-centric approach, enabling them to understand customer needs, provide real value, and grow the business in the right way.
Sales Training Excellence
- Build genuine member trust through consultative, needs-first conversations.
- Recognise and adapt to different customer personalities and communication styles.
- Grow products per member by identifying real needs, not pushing products.
- Handle objections and rate conversations with confidence and empathy.
- Develop leaders who coach, inspire, and build a member-first culture.
Program Benefits
By aligning salespeople's values with the sales process, their achievement drive is released and sense of purpose strengthened. Structured Follow-Up Sessions provide an opportunity to share best practices and collaboratively work through challenges with peers.
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Voices of Success
Hear from banking and financial services organisations across New Zealand and Australia who have transformed their teams with Align Training.
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Let's Transform Finance Together
Ready to elevate your financial sales performance? Reach out to us for a personalised discussion about your team's needs.
Phone Support
Available Monday to Friday, 9am-5pm NZST
Email Support
24/7 response within one business day