Financial Services
Financial Services sales training that puts people first.
Empowering Financial Service sales professionals with innovative solutions that drive client outcomes and business growth.
Transformational Results
Delivering measurable impact across the financial services industry.
Transcend & Transform
Transform a team from lowest to highest performance - New hires become productive in 6 weeks vs 6 months
Retention & Cross Selling
- 40%Achieved Advisor 4-year retention rate of
- 196%Cross-selling increased
- 35%Annual sales consistency increased
Overall Productivity
- 152%Increase in productivity in 12 months
- 25%Increase in overall business
Territory moved from 76th to 17th in 18 months
Deepening Relationships
- 1.3 to 3 products per customer in 1 year
- NPS score increased to 80 from 60
Clients We Work With
Trusted by leading organisations across Australia and New Zealand
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Comprehensive Financial Services Solutions
Tailored training and development programs that elevate financial services sales performance and client care.
Sales Training Excellence
Consultative selling techniques - Value-based conversations
- Strategic relationship building
Leadership Development
- Coaching excellence
- Team performance optimisation
- Strategic planning
Customer Service
- Increased problem solving
- Inter-team cooperation
- Customer-focused organisation
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Success Stories in Financial Services
Real results from organisations that transformed their operations with Integrity Solutions.
Teachers Mutual Bank Limited
91.5 % Customer Satisfaction
In 2023 Teachers Mutual Bank Limited was recognised by Ethisphere Institute as one of the World’s Most Ethical Companies for the 10th year in a row. It is only one of four banks globally to receive this recognition, and the only company in Australia
- 91.5 % customer satisfaction
- 72.1 % of customers “highly likely” to recommend
- 20% increase in insurance sales in first year of implementation
First National Bank
20%+ Increase
First Dakota has met and achieved their goals in every aspect of their banking growth since implementation of the training. The proof is in the success metrics. Every metric — assets, loan volume, deposit volume, households and services per household — are up.
- 22% increase in Assets
- 26% increase in loan volume
- 22% increase in deposit volume
First Bank
Culture Change
Already on a path of positive sales and growth, First National Bank of Elk River credits Integrity Selling for their ability to better manage this growth. New employees as well as veteran bankers like the practical application of the program and the value they get from it. An added benefit has been the learning’s from the Behavior Styles portion of the program and the impact it has had on their personal lives.
- Establish a culture with a common language
- Create a process to help identify and understand the needs of the customer
- Build cross-selling skills and positive attitudes about selling to existing clients
Our Financial Services Approach
Transforming financial services delivery through proven methodologies and people-centered solutions.
Assessment & Discovery
Evaluation of your organisation's unique challenges and opportunities.
Customised Strategy
Tailored solutions designed to meet your specific goals and organisational culture.
Implementation & Training
Expert-led implementation with comprehensive training and support systems.
Measurement & Optimisation
Continuous monitoring and refinement to ensure sustainable results.
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Why Choose Our Approach?
- Evidence-based methodologies
- Proven track record of success
- Customised to your needs
- Sustainable, long-term results
Financial Industries We Support
Within the financial industry we have customised programs to address the different customer and stakeholder needs and sales systems.
Banking Sales
- Aligns sales conversations with regulatory compliance and ethical standards.
- Builds relationship skills to deepen client trust in a competitive, commoditised market.
- Equips frontline teams to uncover broader financial needs beyond the initial enquiry.
- Enables a values-driven sales culture across branches and digital channels.
Insurance Sales
- Shifts the focus from product-pushing to personalised risk and lifestyle solutions.
- Strengthens confidence in navigating complex policy discussions with clarity.
- Embeds customer-centric questioning skills to identify true protection gaps.
- Supports agents and brokers in balancing compliance with emotional intelligence.
Investment Management Sales
- Helps advisers build trust through values-based, client-first conversations.
- Enhances skills in uncovering long-term goals and navigating sensitive financial topics.
- Reinforces ethical selling in a high-stakes, advisory-driven environment.
- Equips teams to articulate value beyond price or performance metrics.
Fintech Sales
- Tailors messaging and questioning techniques for digital-first or hybrid selling models.
- Equips sales and success teams with frameworks to communicate innovation simply and clearly.
- Helps rapidly growing teams build scalable, customer-aligned sales cultures.
- Builds trust with B2B clients through authentic, solutions-focused engagement.
Key Topics in Financial Services Sales Training Programs
Customer-Centric Selling in Financial Services
Our programme teaches sales professionals how to shift from product-focused selling to a customer-centric approach by deeply understanding clients’ financial goals, risk profiles, and personal circumstances.
Navigating Regulatory Compliance (APRA, ASIC, FMA)
We equip teams with the skills to embed regulatory compliance into their sales conversations, ensuring ethical conduct in line with APRA, ASIC, and FMA requirements.
Building Financial Literacy and Product Confidence
Participants develop a strong understanding of financial products and learn how to communicate their value clearly and simply to clients, building trust and credibility.
Values-Based Sales Conversations
We train teams to lead with integrity by aligning customer needs with ethical recommendations, ensuring every interaction builds long-term trust and loyalty.
Consultative Needs Discovery
Sales professionals learn how to ask insightful questions and listen effectively, enabling them to uncover customer needs and provide tailored financial solutions.
Managing Objections in a Regulated Environment
Our training helps teams handle objections confidently and respectfully, while remaining compliant with the strict regulatory expectations of the financial services industry.
Relationship Management and Client Retention
We focus on building long-term client relationships by moving beyond transactions and teaching strategies for proactive follow-up, ongoing support, and value-added service.
Coaching for Performance and Accountability
Leaders learn how to coach their teams for sustained performance by fostering accountability, encouraging ethical behaviours, and reinforcing a customer-first mindset.
Integrity Selling®
Integrity Selling® is a proven sales training course used to increase sales, build customer loyalty and create a customer focused culture. Sales is redefined as a values driven process, where the focus is on creating value for customers through building strong relationships, identifying needs and solving problems.
SKILLSET
Enhance sales skills by deeply understanding customers, fostering trusted relationships, and positively influencing their buying decisions.
MINDSET
Boost achievement and confidence by reinforcing positive attitudes, beliefs and values essential for high achievement in sales.
PROCESS
A value-driven sales process that builds trust, identifies customer needs, ensuring a shift to solution selling and attracting and retaining loyal customers.
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Transform Your Financial Services Sales Journey
Schedule a personalised consultation to discuss how we can help elevate your team's performance and improve client outcomes.
We'll get back to you within 24 hours
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Voices of Success
Hear from financial service professionals who have transformed their approach with Integrity Solutions.
TSB has been working in partnership with Integrity Solutions for the past 28 years. We currently utilise the Integrity Selling for Banking programme as the framework for our needs-based customer conversations. The framework is widely used by our customer facing teams and aligns with both TSB’s values and customer centric service proposition. Over the past few years, we have worked with Megan to adapt the programme to meet the changing needs of our business and industry. Megans’ knowledge, passion, adaptability and willingness to collaborate has also been a significant contributor to the success of our partnership with Integrity Solutions.
The Integrity Coaching program aligns directly into each of our Leadership Capability categories. While we have been running the program for longer than we have had the framework, this alignment is the perfect reminder of why Integrity Coaching is the only compulsory leadership program we have our People Leaders across all levels complete. Blending different levels of leadership in the program also creates some really great insight into the different challenges that are faced at these different levels.
Working with Integrity Solutions has been a very positive experience for our team. They have found the training sessions highly engaging and practical, with a focus on putting learnings into action and sharing the outcomes with colleagues. We have seen material improvement in the performance of our teams, with bankers and advisers preparing more effectively for client meetings, adapting their communication style to better fit with their clients and achieving better sales outcomes as a result. The AIDINC method is a practical model that can be used with many different types of client interactions and is based on a values-led approach where genuine client commitment is the goal. Throughout our time working with Integrity, they have been willing to adapt the program to meet our needs and has gone out of their way to deliver a positive experience for our learners.
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Ready to elevate your financial sales performance?
Reach out to us for a personalised discussion about your team's needs.
Phone Support
Available Monday to Friday, 9am-5pm EST
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