Training programme
Finding Sales Opportunities in Financial Statements
Read financial statements to understand client needs and identify sales opportunities.
Who is it for?
Bankers managing SME and commercial client portfolios.
What will we explore?
The company’s operating cycle, collection and payment patterns, financing needs and suitable banking solutions.
How will we work?
Participants use a sample company story and a summary trial balance to identify opportunities and prepare questions for a client meeting.
What will you gain?
Use financial data to explore client needs, prepare for meetings and explain the reasoning behind a proposed solution.
Let’s plan it together.
We agree the scope, duration and delivery format together, based on your organisation’s needs.
Let’s discuss this training for your organisation ↗