POUR UNE BANQUE DE DETAIL MISSION
Train banking advisors to support Corporate & Institutional clients on CSR matters
Mission in Numbers
1 300
employees trained
147
in-person training sessions
137
virtual classes
4.4/5
overall satisfaction
Project challenges
As a retail bank, our client wanted to implement a training program enabling its corporate and institutional client advisors to better handle discussions related to CSR/ESG with their clients. The program aimed to help advisors develop CSR-related behavioral skills during client meetings, supported by technical knowledge (major issues in key sectors, assessing client CSR maturity, understanding main French and European regulations, etc.).
Solution provided
- Interviews with representatives of the target groups (executives, managers, account managers, etc.) to understand their roles, level of familiarity with CSR topics, practices for addressing CSR with clients, identify real client cases, etc.
- Development of training scenarios for each target group
- Design of training materials and educational resources for sessions combining educational games, role-playing, and experience sharing
- Creation of resources for learners beyond the training: glossary, regulatory sheets, sector-specific sheets, decision tree, CSR client meeting preparation guide, label sheets
- Deployment of in-person training sessions across France (1 to 1.5 days depending on the target group)
- Deployment of virtual offboarding sessions dedicated to managers, notably to discuss actions implemented with teams and clients
- Design and deployment of an update & deepening module in virtual classes for all participants one year after the initial training
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