Rethinking the financial world: Digital collaboration as a success factor.
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The Cost Friendly
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Communicative
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Responsive Design
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Initial situation:
Increased digital communication due to the COVID-19 pandemic has highlighted the need for a company-wide standard for virtual collaboration. There was a clear need for development in digital collaboration and moderation. The aim was therefore to implement digital collaboration to increase efficiency and innovative capacity.
This is how we proceeded:
- Content definition through individual interviews with management and coaches.
- Training series with content blocks on virtual communication and teamwork, virtual presentation and moderation as well as dealing with critical customer questions and objections.
- Consolidation of the content through regular exercises and practical transfers.
- Organization and establishment of feedback loops for guaranteed practical relevance (lessons learned format).
- Creation of a manual for digital collaboration.
Value of our work
for the client:
- Employees gained confidence in using innovative tools for digital communication, teamwork, presentation and moderation.
- With the new way of working, the appearance in virtual customer meetings has been standardized.
- Based on the insights and experiences gained, a consistent and safe handling of difficult customer questions was ensured.
Client history.
The company was founded 60 years ago and has since developed into a visionary in the financial industry. Through its pursuit of sustainable investing, it has become a pioneer in the integration of environmental, social and governance factors. The organization is proud to offer its clients innovative and ethically responsible investment options. The drive lies in the long-term focus on wealth generation and social progress in order to continuously shape and improve the financial world.
Client's corporate vision:.
“Together in a future-oriented and sustainable financial world.”
In particular, the tips and tricks for designing slides, building presentations and MS Teams were very helpful. The entire training series will now become our new standard.
