Elevate Customer Service in Financial Services
Targeted, engaging and operationally effective training can help you increase customer satisfaction.
Elevate Customer Service in Financial Services
Targeted, engaging and operationally effective training can help you increase customer satisfaction.
Customer Service Training for Financial Services
Build Trust. Boost Confidence. Show Empathy.
Targeted, engaging and operationally effective training can help you increase customer satisfaction while also engaging team members. Customers expect empathy, transparency and service-giver confidence in any interaction, and customer service teams need to be equipped to deliver this goal.
At MGI, we deliver psychology-based customer service training that aligns perfectly with the needs of the financial sector. Using our Mindset, Language & Actions Toolkit, we equip your teams with the people skills to:
- Express empathy appropriately in a business setting
- Build trust by handling any feedback
- Confidently and carefully share disappointing news
Your team will learn how to build trust in every interaction, whether handling complaints, navigating adherence to compliance or supporting customers who are facing challenging situations.
We are also FSQS Registered.
Customer-centric financial services
Our tools are easy to apply, measurable and designed to enhance your service culture. Financial institutions using our approach have seen improvements in customer satisfaction, Net Promoter Scores as well reductions in redress payments.
Training delivery options:
- In-person expert-led sessions to learn the Mindset, Language & Actions Toolkit
- Access to our engaging, easy-to-use online Learning Journey with a range of reinforcement and reminder materials to help the training stick
- To ensure lasting impact, people are supported to implement the embedding actions using our unique Plan on a Page embedding process
Give your team the confidence to deliver service that meets today’s expectations and tomorrow’s.
Customer-centric financial services
Our tools are easy to apply, measurable and designed to enhance your service culture. Financial institutions using our approach have seen improvements in customer satisfaction, Net Promoter Scores as well reductions in redress payments.
Training delivery options:
- In-person expert-led sessions to learn the Mindset, Language & Actions Toolkit
- Access to our engaging, easy-to-use online Learning Journey with a range of reinforcement and reminder materials to help the training stick
- To ensure lasting impact, people are supported to implement the embedding actions using our unique Plan on a Page embedding process
Give your team the confidence to deliver service that meets today’s expectations and tomorrow’s.
Our Customer Case Studies
Explore our case studies and find out more about the training and transformation projects we deliver to our customers
Financial Services Use Case
MGI Learning partner with financial services organisations striving to achieve measurable improvements in customer experience.
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G&W Pentalver
We supported G&W Pentalver to transform the company culture into one of customer service excellence through openness, solution-focus and respect.
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Let’s talk
Connect with us and one of our team will help you.