Learn how CCL partnered with a financial services company to develop a common leadership language across the entire organization and build a more collaborative, trusting culture.
Leadership in Financial Services
Successful Leadership in Financial Services Requires Unique Skills
Equip your leaders to think differently and gain a true competitive edge.
Disruption in the financial services industry is greater than it’s ever been. To stay relevant and compete in this rapidly evolving sector, firms have to take on a more agile approach. To achieve this, corporate culture has to make a difficult shift from a mindset of siloed teams and “this is how we’ve always done things” to one that embraces continuous innovation and collaboration, all while remaining compliant to regulations.
To be the catalyst for success in today’s ever-changing landscape, it’s going to take strong leadership in financial services. And that’s where CCL’s experts come in.
We understand the unique and escalating challenges faced by leaders in the banking, insurance, and investment sectors. We can help you create a customized leadership development program for finance professionals that sparks and sustains transformational change at all levels of your organization.
Our world-class training and development in leadership for financial services professionals is easily scalable in both scope and delivery, with programs that are accessible virtually and in locations across the globe.
Build Stronger Leadership in Financial Services: Choose the Development Solution That’s Right for Your Organization
Partner with us to build a customized leadership development program for finance professionals that develops the competencies most needed to solve for your most complex organizational challenges.
- Create an exclusive, research-based solution tailored for your leaders at all levels of the organization
- Prioritize and solve short- and long-term goals with a custom leadership plan
- Leverage your talent as your competitive advantage
Financial services firms face competitive pressure to attract and retain highly skilled talent at levels of the organization. We’ll help you craft leadership development for financial services professionals to build a pipeline of leaders to grow your business for the future.
- Increase performance through employee engagement
- Develop talent to meet changing business needs
- Build a leadership pipeline that can handle market shifts
Strengthen organization-wide trust and communication — and your bottom line — by using coaching conversations to transform your organization’s culture for the long term.
Better Conversations Every Day™ is a program that can help you scale a culture of feedback, strengthening the fabric of your entire organization.
- Focus on shifting 4 core behaviors across your organization
- Foster better communication by using coaching skills every day
- Transform day-to-day workplace culture to see lasting results
What Our Financial Services Clients Are Saying
Discover how these organizations’ investments in leadership development programs for finance professionals have impacted and transformed their organizations.
My direct report has told me how she’s applied things she learned with one of the employees in her department that she has struggled with, and it has been making a huge positive difference. She has signed up for the next class on conflict management and delegation already too. So, THANK you to everyone that has worked on making these leadership courses [available]. They are so valuable!

We spend a lot of time formulating and implementing our strategy. Our time with CCL allows the senior leaders to step back and reflect on the human impact of our strategic decisions and the implications for the leadership culture necessary to achieve our aims.

We put leadership quite high on the agenda. We need people who not only have the capacity to organize a business, but who can also create adherence to a strategy and culture, who create enthusiasm to empower people, and who, at the same time, are available if people need help.

Impact of Our Partnerships to Strengthen Leadership in Financial Services Firms
What past participants in the financial services and banking sector said about our custom leadership development programs for finance professionals:
would recommend the course to others
1
%
have been able to apply program lessons at work
1
%
say they’re more effective as a leader
1
%
Let’s Talk About What Leadership in Financial Services Looks Like for You
Our experts are here to help. Prioritize your most valuable asset at your organization — your people — by partnering with us to create a customized leadership development program for finance professionals. Get in touch with us about your needs.
Building Effective Leadership in Financial Services: Research & Resources
Maintaining a strong, connected culture is more critical for financial service firm leadership than ever before. Watch this webinar to learn how improving conversations can help to address disruption and strengthen your organization.
How leaders stack up against the critical leadership competencies needed to meet unprecedented challenges in the Financial Services industry.
More About Leadership in Financial Services
Design an Internal Approach to Building Your Talent Pipeline
The most significant impediment to your organization’s success? A shortage of talent.
Minimize this risk by attracting, retaining, and upskilling the best financial services employees. We can help you craft leadership development programs for finance professionals that address the unique culture and context of your firm and challenges currently facing companies in the financial services industry.
With decades of experience developing leadership in financial services, we can serve as a trusted partner to help you grow leaders at your institution who can lead change, drive innovation, and build employee engagement and commitment.
Solve for the External Disruptors Impacting Leadership in Financial Services
If your firm is like most, despite the efficiencies to be gained by digital transformation, cultural, technological, and leadership issues often hinder progress.
And many financial services institutions have struggled with complex and costly legacy business models — often siloed with their own operations, technology, and risk management.
The most successful organizations have leaders who are able to span boundaries and break down organizational silos, collaborating together to facilitate newer, faster operating models.
Related to Leading in Financial Services
Hybrid workplace leadership requires skills to manage people, wherever they're located. Training for leading in a hybrid workplace can help.
Better results start with stronger organizational culture and leadership. Learn how we can help with organizational culture transformation.
Strategic leadership begins with aligning your business priorities, talent, and organizational culture. Let us help with strategic leadership training.
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