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Feb, 6, 2009 News Release Main Page
Genesis pilots wealth management program for one of the world's largest banks
 
Mexico, February 4, 2009 - Genesis has piloted a new wealth management training program for the mass affluent segment of one of the world’s largest banks.  The program is being rolled out in this important Latin American subsidiary, targeting an audience of over 1000 financial consultants.

The three day seminar focuses on improving client relationship management through a newly developed process for assessing client financial needs and a market-based approach to investment planning and client decision-making. The program builds the financial consultant’s skills, better enabling him or her to recognize and meet client needs over time consistent with changing markets and investment products.
The program will also enable participants to use a practical model for ongoing investment planning and consultative selling.  

The seminar was developed in close collaboration with the bank and leveraged Genesis’ own experience in wealth management to custom design the seminar. In addition to developing the seminar and delivering 10 offerings of the program, Genesis has prepared a Train-the Trainers program which will allow the bank to deliver dozens of additional offerings of the program.

Genesis has been working with this client for over the last three years, delivering courses around the globe in Risk Management, Business and Scenario Planning and other topical issues.  
 
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