Company Profile

"New Normal" represents the major logic of China's economic development. Since the 18th National Congress of the Communist Party of China, we have preliminarily established an economic policy framework adapted to the new normal of economic development. Finance is the core of the modern economy, and the new normal of the economy will inevitably give rise to a new normal in finance. From a domestic perspective, the slowdown in economic growth will lead to a gradual decline in bank credit demand and growth in other financial service demands, making it difficult for domestic banks to sustain their growth model that has primarily relied on scale expansion in recent years. Meanwhile, asset quality and management issues concealed by commercial banks during favorable times will gradually emerge. More competitive entities will compete for increasingly scarce quality business resources at higher costs, inevitably intensifying competition within the domestic banking industry and placing more urgent demands on banks to build core competitiveness. This precisely provides a broader stage for China's banking consulting industry. With the deepening development of comprehensive banking operations, an increasing number of internal banking institutions will transform in the future to adapt to the economic new normal, making adjustments and implementation plans for enterprise learning, talent development, and bank transformation.

  • The transformation of the real economy under the new normal places higher demands on China's financial services, financial markets, and financial institutions
  • China's financial system efficiency and risk management capabilities are generally low, far from achieving maximum financial value creation
  • Improving the efficiency of China's financial services and the financial system's risk management capabilities is the core requirement of real economy transformation for financial services

Shanghai Change Enterprise Management Consulting Co., Ltd. (Change Consulting), as a leading financial industry consulting service provider in China, focuses on helping financial enterprises carry out talent development and cultivation work, providing comprehensive training consulting and implementation solutions for personnel at all levels of domestic commercial banks. It is a leading professional institution for management consulting and training services in China. Leveraging its core professional capabilities in the banking training field and strong faculty consultant strength, it introduces the best practices in personal finance and corporate finance globally, providing professional services.

Change Consulting (Change Consulting) adheres to the value of "embracing change" and the principle that "learning is not about acquisition, but about transformation," building behavior change-oriented service marketing systems and behavior change-oriented management training systems, helping the rapidly developing financial industry not only acquire knowledge and skills but also courageously challenge and transform. We assist the financial industry in transformation and upgrading, helping Chinese financial enterprises realize their dreams!

(1) A Team of 47 Instructors and Consultants with Rich Practical Experience

Change focuses on banking training business, possessing a strong instructor team and course development team. All instructors come from banks with rich industry depth and breadth of experience. Currently, the company has 47 in-house instructor and consultant team members, including nearly 40 core personnel from wealth management businesses of mainland and Taiwan Chinese and foreign-funded banks.

Excellent Course Development Capabilities

Change Consulting has an elite R&D team, customer-oriented, conducting in-depth research on the banking industry, understanding different position requirements to develop more targeted courses, maintaining high-quality new courses, and helping clients solve challenging problems faced by banks through training.

Excellent Brand Courses

With years of banking training consulting experience, our courses closely align with the industry, are widely recognized and praised by clients, and are repeatedly purchased. Many brand courses have become mandatory courses in clients' training systems, such as "Bank Middle Management Skills (MTP)", "Situational Leadership", "The Leadership Challenge", "The Art and Science of Coaching", "Profit-Oriented Outlet Management Capability Enhancement", "Intelligent Team", "Customer Relationship is Competitiveness", "Professional Sales of Bank Insurance Wealth Management Products", "Grid-Based Precision Marketing", "Marketing Capital+" and others.

(2) A Strong Project Management Support Team

Change Consulting currently has excellent researchers and professional consultants. Team members include financial industry practitioners with years of practical work experience and years of training experience in the financial field, returning scholars familiar with cutting-edge trends in domestic and international financial training, as well as authoritative experts and mentors in the financial field. Expert team, professional quality, providing brand services.

(3) Company Business Areas

Bank Basic Training Courses:

No. Client Name Project Name
1 Bank of China Yangzhou Branch Corporate Client Mining Development Strategy and Key Techniques
2 Agricultural Bank of China Changzhou Branch Account Manager WeChat Marketing: Ideas and Methods for Maintaining and Expanding Clients
3 China Construction Bank Jiangsu Branch Account Manager Training Class (Rotation Training)

Bank Retail Banking and Corporate Cooperation Projects:

No. Client Name Project Name
1 China Construction Bank Wenzhou Branch Account Manager "Thousand-Mile Horse" Development Project (Retail Talent Development Project)
2 Agricultural Bank of China Suzhou Branch 2013 ABC "Soft Transformation" Project (Outlet Competitiveness Coaching Project)
3 Agricultural Bank of China Wuxi Branch ABC 2014 Marketing & Negotiation Expert Group (Corporate Business Development Project)

Bank Management Cooperation Projects:

No. Client Name Project Name
1 Bank of Ningbo Management Executives "Voyage" Development Project
2 Agricultural Bank of China Wuxi Branch ABC Wuxi Branch Executive Development Project
3 China CITIC Bank Suzhou Branch "Hundred Talents Plan" Key Personnel Development Project

Bank Professional Cooperation Projects:

No. Client Name Project Name
1 Tailong Bank Management Course Development Project (Tailong Academy Core Courses)
2 China Zheshang Bank Corporate Training Instructor Development Project
3 Industrial and Commercial Bank of China 7 Types of Bank Professional Course Design and Delivery

(4) Company Performance Highlights

  • Industrial and Commercial Bank of China Software Development Center Communication Skills Training
  • ICBC Jiangsu Branch Key Wealth Management Manager Training
  • ICBC Jiangsu Branch Bank Insurance Wealth Management Products Professional Sales Process
  • ICBC Zhejiang Branch 7 Types of Bank Professional Course Design, Organization and Delivery
  • Agricultural Bank of China Zhejiang Branch Marketing Capability Enhancement Project
  • Agricultural Bank of China Suzhou Branch Soft Transformation Project
  • Agricultural Bank of China Wuxi Branch Corporate Marketing & Negotiation Expert Group Project
  • Agricultural Bank of China Wuxi Branch Promoting Retail Banking Marketing with Internet Thinking
  • Agricultural Bank of China Wuxi Branch Leadership Art of Leading People with Heart
  • Agricultural Bank of China Wuxi Branch Branch Manager Management Psychology
  • Agricultural Bank of China Changzhou Branch Account Manager WeChat Marketing Training
  • Agricultural Bank of China Yangzhou Branch WeChat Marketing: Ideas and Methods for Maintaining and Expanding Clients
  • Agricultural Bank of China Yangzhou Branch Building Financial Account Managers
  • Bank of China Jiangsu Branch Profit-Oriented Outlet Management Capability Enhancement
  • Bank of China Jiangsu Branch Outlet Manager Coaching-Style Guidance Project
  • Bank of China Yangzhou Branch Corporate Client Mining Development Strategy and Key Techniques
  • Bank of China Shandong Branch Outlet Manager and Account Manager Rotation Training
  • China Construction Bank Shanxi Branch Personal Account Manager Excellent Expression and Presentation
  • China Construction Bank Jiangsu Branch Personal Account Manager Rotation Training
  • China Construction Bank Wenzhou Branch Personal Account Manager "Thousand-Mile Horse" Development Coaching Project
  • Huishang Bank Wealth Management Manager Sales Skills Enhancement
  • Huishang Bank Retail Client Expansion and Marketing Skills Enhancement
  • Huishang Bank Personal Credit Business Risk Identification and Risk Control
  • Huishang Bank Head Office Wealth Management Manager Professional Knowledge Rotation Training
  • Huishang Bank Head Office Wealth Management Marketing Strategy Project
  • Postal Savings Bank of China New Media WeChat Official Account Standardized Operations
  • ...