Legacy

Project Overview

As part of a learning and development programme for new Coutts wealth managers, private bankers, and assistants, we were tasked with creating a series of films to showcase best practices from top performers.

Solution

Drawing on over 15 years of experience serving Coutts as a client, and leveraging our in-depth knowledge of the brand, as well as our established relationships with key senior bankers, we conducted informal yet insightful interviews.

We delivered three videos to the client, which have been integrated into their training and onboarding programmes. These discussions focused on overcoming professional challenges, reflecting on difficult client situations, and identifying the critical factors that contribute to successful Coutts client relationships.

Results

These films are now utilised for the induction of new private bankers, wealth managers, and banking assistants, and form part of the broader Training and Development provision for all customer-facing personnel.

All the films were excellent. Awesome work, as always, from the team – the feedback has been overwhelmingly positive.

Jessica Randall

People and Transformation, Wealth Capability, Coutts

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