“benefit IMPACT played a key role in supporting the rollout of the new advisory process at Vontobel Wealth Management. The interactive training with actors enabled our client advisors to practice all aspects of their client meetings in realistic advisory scenarios. The thorough preparation for the training sessions, as well as the valuable feedback from the benefit IMPACT trainers, were highly appreciated by our participants and could be applied immediately. The extensive experience of the trainers and actors involved enabled all participants to reflect on and improve their advisory approach.”

“Thank you for your consistently constructive and very pleasant collaboration. I look forward to the next milestones.”

“benefit IMPACT has been supporting us for several years in the development of our client advisors. The most recent project was ‘The Schroders Experience,’ which aimed to provide our clients with a holistic and honest advisory experience—from the moment they walk in the door through to performance. At the heart of the program were highly interactive, personalized training sessions with our client advisors. The training is methodologically based on the SAQ challenges and thus provides our client advisors with the best possible foundation for successful certification, which several of them already completed on schedule last year.”

“benefitIMPACT advises and trains us on all aspects of sales, consulting, and customer focus. In addition to the high level of acceptance among everyone involved, I am particularly impressed by the inclusion of all management levels—whether in the development of modular training programs, through the involvement of internal champions, or through elements of sales leadership that ensure long-term success. I’d especially like to highlight their strong focus on results, which leads to exceeding agreed-upon targets. The trainer has inspired all of us with his calm, personable, and goal-oriented approach—thank you very much! I’m very pleased with our collaborative partnership.”

“We wanted to thank you for your very valuable and well-received sessions at yesterday’s Front Leadership Day, which drew more than 290 global participants. All the topics were highly relevant to our Front Leaders, and the sessions were very well prepared and delivered with great conviction! We’ve already received enthusiastic feedback. We hope to continue working with you in the future.”

“Our customers are important to us. Whether virtually or in person, we always strive to make a positive impact. benefit IMPACT, along with its trainers, has shown us how and with what tools we can inspire our customers in videos and online conversations. Management, customer service representatives, and back-office staff were inspired by this and benefited from the training. The interactive online training and the one-on-one coaching sessions were engaging and extremely informative. As a result, the entire team now feels more confident in front of the camera, and what they’ve learned is being applied and put to use in their daily interactions with customers and partners.”

“I was really impressed by the virtual format! I also loved how the trainer addressed the participants directly and made sure everyone stayed engaged
and on topic.”

“I am very happy to echo the compliments you received from the participants. It was indeed a great success and will certainly help the participants in their daily interactions with clients.”

“Besides investment expertise, a convincing presentation to clients is the key success factor for portfolio managers.”
To further strengthen this expertise, we are collaborating with benefit IMPACT. Our portfolio managers at the Swiss locations in Zurich,
Geneva and Lugano have, thanks to the
professional training of
benefit IMPACT valuable input
received for their daily work and successfully implemented in customer interactions.

“The training was very good and met all of our expectations.”

“The training was very helpful, and it was an enjoyable day. It gave me a boost and helped me grow. The trainer was very upbeat and did a great job guiding us through the day. My expectations were met, and it helped me in my everyday life.”

“We’ve had a very positive experience with benefit IMPACT as part of the ‘Telephone Excellence’ communication training program. Our collaboration has been characterized by professional organization and smooth, high-quality execution.
The content is practical and tailored to our day-to-day business. As a result, our employees greatly appreciated the training sessions.
benefit IMPACT has helped us establish clear communication standards and improve the quality of our customer interactions.”