"A man only learns in two ways, one by reading, and the other by association with smarter people"
Will Rogers


Banking & Insurance Banking & Insurance


The Human Resources Management strategy envisioned for Banking and Insurance is to attract a qualified, skilled and knowledgeable team, with good communication and leadership styles. Corporate culture and values are important, in line with creative and innovative procedures implementation.
The challenge in these two industries is to continuously acquire, train and retain trustworthy employees, responsible to thoroughly apply banking and insurance systems as well as internal procedures. Technology keeps advancing thus, the protection of personal data and sensitive information is a must. A continuous close cooperation between Human Resources Departments and Information Technology experts is needed now more than ever.
Training people is an integral part of your Organization's competitive advantage.


Consulting, Personalized Advice, Training and Coaching

Having worked over the years with Banks and Insurance Companies, I have helped identify and resolve a number of challenges within teams and systems. This specific experience enables me to share a broader perspective with your Organization, in order to challenge potential outdated work practices and embrace greater organizational efficiency.

I encourage the Banking and Insurance industry to promote a culture of knowledge growth, skills building and leadership development. I share my expertise in order to improve specific situations and add value to your business. I am able to identify problems your Organization could be facing and either unable to recognize or too involved to realize it. As an external Consultant, I can see challenges from a different perspective.

The value of my advice combined with training will benefit your Organization and generate instant and progressive results, such as: 

  • Develop your people’s soft skills and engage them to go beyond their current potential;
  • Promote values such as business ethics, integrity and compassion;
  • Increase performance and strategic objectives achievement.

Furthermore, you will have the opportunity to diagnose your current outdated and long processes, in order for you to:

  • Save cost at various levels;
  • Generate substantial results;
  • Satisfy and retain your customers.

Success is not a spontaneous act. It cannot be limited to a business deal nor defined by a sustainable income. Remaining successful is a strategy. While your business is growing and you are seeking more results, there are always challenges pertaining to your Human Resources Management strategy and corporate culture.
Our businesses are run by people who are identified as the internal customer. If our internal customers are not engaged with passion and commitment, how do we plan to retain our external customers?

I would be happy to hear from you and discuss further the exceptional value I can deliver to you.
You may contact me any time via my LinkedIn or email and I will be pleased to assist you.