Distinctive Advantages

Change Consulting is committed to providing first-class products and solutions for banking consulting and training implementation. Adhering to the philosophy of forward-looking China financial development, building banking consulting elites, growing together with clients for win-win results, and accompanying banks' steady progress, we rely on professional banking instructor teams, experienced R&D teams, and mature consultant teams to provide implementable solutions that align with domestic banking industry practices.

I. Behavior Change-Oriented Training Philosophy

Change Consulting (Change) adheres to the value of "embracing change" and the principle that "learning is not about acquisition but about transformation," helping the rapidly developing financial industry not only acquire knowledge and skills but also courageously challenge and transform themselves. We build a banking training private board social platform where mentors and peers can support each other to go further together.

Behavior change-oriented service marketing systems and behavior change-oriented management training systems will continue to assist the financial industry in transformation and upgrading.

II. Focus on Banking Industry Talent Development

Stable core expert teams include exclusively bank-cooperated expert-level instructors, bank-background instructors, and professional instructors, with long-term cooperation of 5-10 years and over 10 years of teaching experience in the financial industry. Cooperation is harmonious, smooth, and highly coordinated, allowing customized solutions based on client needs;

Gathering senior talent from excellent domestic consulting companies and training companies, with mature and rich professional experience and banking industry training experience serving mainstream top clients in the East China region, possessing mature products and professional R&D personnel, capable of providing top-level design consulting services such as project planning consultation, course development, capability internalization, talent development, training, coaching, and implementation, as well as implementation training coaching;

Headquartered in Shanghai, based in an international financial metropolis, combining the strategic vision of Beijing training companies with the pragmatic style of Shenzhen training companies, providing rapid response services and post-training after-sales services;

III. International Vision and Global Top-Tier Resources

The Leadership ChallengeTM

Adopting the globally leading The Leadership ChallengeTM as the guiding theory, spanning over 30 years, it is one of the most prestigious leadership improvement theories in the United States. Its uniqueness and practicality have been recognized worldwide, with over 500 doctoral dissertations in global leadership literature based on this theoretical research.

Change Consulting has globally master-certified instructors of The Leadership ChallengeTM, authorized to train China-region certified instructors for The Leadership ChallengeTM, and can provide The Leadership ChallengeTM copyrighted courses. Meanwhile, Change Consulting also combines the actual situation of China's financial industry to provide executive private board courses and talent development projects for management-level enterprise internal private boards.

Erickson International College (Coaching Technology)

The president of Erickson International College is the creator of the outcome-oriented coaching model. For many years, he has taught coaching and leadership courses globally to professionals from different backgrounds, CEOs and executives of multinational corporations, and government leaders. Having studied under hypnotherapy master Milton Erickson, family therapy master Satir, and gestalt therapy master Perls, he is known as "the master who integrates all industry schools."

Change Consulting possesses the complete Erickson coaching technology system and can use Erickson College's China region general manager, chief instructor, and China region certified instructors to provide copyrighted courses for financial industry institutions. Meanwhile, Change Consulting also combines the actual situation of China's financial industry to provide localized courses and talent development projects.

IV. Customized Consulting Solutions

Financial Industry Service Projects

  • A1 Service Benchmark Outlet Development Project
  • A2 Five-Star Outlet Development Project
  • A3 Thousand-Best Outlet Construction Project

Financial Industry Marketing Projects

  • B1 External Expansion Marketing Capability Enhancement Project
  • B2 Outlet Marketing Combat Capability Enhancement Project
  • B3 Service Marketing Integration Project

Financial Industry Talent Development Projects

  • C1 Account Manager Development Project
  • C2 Lobby Manager Development Project
  • C3 Wealth Management Manager Development Project
  • C4 Outlet Manager Capability Reengineering Project

Financial Industry Coaching Implementation Customized Projects

  • D1 "One Point, One Strategy" Business Orientation Project
  • D2 Dormant Client Activation & Upgrade Action
  • D3 Outlet New Year Peak Season Marketing
  • D4 Bank Salon Activity Organization & Planning
  • D5 Retail Banking Training System Construction Project
  • D6 Corporate Training Instructor Organization Management & Development Project
  • D7 CCB Outlet "Three Integrations" Construction Project
  • D8 ABC "Eight Steps, Six Methods" Project
  • D9 Outlet "Four Forces" Comprehensive Efficiency Enhancement Project
  • D10 Video Marketing Process Competition Project