“This program has been very beneficial to us. I've witnessed dozens of direct examples! It has helped keep a Mgr from heading down the dismissal path too soon. It has helped us collect competitive intelligence, identify root causes that are fixable, motivate individuals, and with productivity issues. This is an excellent program.” ”

Vice President,
Corporate Risk & Training,
CONTECH Construction Products Inc

“I am training with the WMB (Developing Strategic Partnerships) and wanted to share some feedback. It is the BEST training I have seen since I joined Bank of America! The bankers have been so engaged that no one has asked for breaks (or taken unplanned breaks).  For 2 solid days there has been 100% participation from everyone! (Even the less outgoing bankers). I even heard one banker share with his peer that he wished he had this 3 months ago.  They are seeing immediate application of what they are learning! What I liked best:  each activity was a building block for the next activity. So the bankers were able to put their learnings into practice right away. The course was designed for full participation from everyone and it truly hit the mark! The facilitation was outstanding!  You and your team really came through for us with this one. Thank you for the support you are providing to us and our teams.”

Regional Manager,
Wealth Management Banking Services,
Bank of America

“I am thrilled to let everyone know we really did deliver a home run in our debut session. The verbatim comments were incredible and demonstrate that we understand the banker role, the challenges they face, and really provided a learning solution that matched up well. Thank you all for the teamwork getting us to launch!”

Learning Consultant,
Global Learning,
Bank of America

“This program is one of the best development trainings we’ve had. Everyone from the strongest bankers on the team down has commented on how much they have gotten out of this. I even heard one banker share with his peer that he wished he had this 3 months ago. All the instructors were great, it’s hard to believe they are not in our industry. I recommend all WMBs attend.”

Wealth Management Bank Manager,
Bank of America

“Impact Performance Group has been highly responsive and collaborative when working with us. They’ve delivered more than we expected because they strive for excellence, care about their customers, and deliver customized solutions aligned to our needs faster than their competition.”

Executive Vice President, Regions Bank

“I want to take this opportunity to express my appreciation for the work you have provided our sales and customer service teams over the past five years.  From the beginning, we have felt that your team of professional consultants, writers and facilitators have been an extension of our Learning and Development teams.  Your dedication to our success and with your experience and understanding of our strategic vision has provided us a focus on new ways of approaching our sales processes, communication skills and internal customer focus.  These new processes have allowed us to easily measure immediate positive results. Not only financial results but equally important is our staff's increased job satisfaction.  Your partnership approach adds immediate validity to the message delivered to our teams.  The time your professional staff spent with our managers and employees, understanding our culture and goals made the training a real life customized experience opposed to the "canned" training sessions we experienced prior to our partnership.  Thank you for your continued support to our success,  we look forward to working with you soon on more critical strategic endeavors.”


Learning and Development Partner,
BNY Mellon Asset Servicing

“Since implementing the coaching and service and sales training in our region, our cross sell ratios have almost doubled in just a few months.  The coaching and service and sales programs have been a huge success from the top of the organization on down.  Our Regional Vice Presidents and Regional Operating Managers are acting as role models and getting out to our branches more frequently to coach and provide support.  Our Branch Managers and Customer Service Managers say IPG’s coaching process allows them to feel more empowered, more in touch with what is going on with their team members, and less operationally focused.  Our tellers are more connected with our platform representatives – they are asking what more they can do or ask the customer to help the platform sell additional products and services.”

Regional Sales Manager,
Zions Bank

“IPG's understanding of our business model and its ability to truly customize our sales training solution has been a tremendous asset in helping us provide our customers -- across all of our sales channels -- with a consistent, high-level experience. IPG's high-touch approach of revisiting and updating our training solutions over the years speaks to their commitment to continuously exceed our expectations. Their content, methodology, and the professionalism of their people are second to none.”

Learning & Communications, Personal Distribution,
Fidelity Investments

“IPG helped us increase sales by 20% in the first six months of implementing a consultative sales process, skills and coaching discipline for our Product and Support Consulting Group. We were able to improve Financial Advisor sales participation in wealth management products by 30%.”
                                   
National Consulting Director, Product & Support Consulting,
UBS Financial Services, Inc.

“As an educational professional, I was thoroughly impressed with the professionalism and attention to quality displayed by everyone I worked with at Impact Performance Group during the creation and rollout of a custom training solution to several hundred managers and staff.  The Account Manager worked with my internal client group to ensure that the need was clearly identified and the proposed solution acceptable to its senior managers. The designers asked the right questions and truly listened to internal experts to build custom cases. The Project Manager was attentive to any concern I had, no matter how small.  The Operations Manager ensured that every class ran without a single glitch in facilitation or materials...which was evident in the evaluations that were rolled up in a timely manner for my client.  The facilitator was open to feedback and made changes wherever necessary.  Everyone always made themselves available and treated my questions and requests as though they were the only ones at hand.  And it didn't end there...when budgets tightened, several of these people helped me think through an alternative follow-up solution that was cost effective.  I can truly say that in the 20 years I have been in Education and Development, this was one of the best partnerships I experienced with an external vendor.  The IPG process is solid and only surpassed by the quality of people they employ.”

Learning Manager at a Premier Global Financial Services Firm

“After the sales call, the FA called a client to discuss one of our solutions and the client committed $700K to open an account. There have been other instances where open-ended questions specifically led me to a place to discuss volatility dampening through adding bonds or further diversifying into one of our funds or SMAs.”

Wholesaler,
Legg Mason

“Impact Performance Group began working with our company to guide us through a detailed process of mapping our desired service and sales customer experience.  Their ability to identify the behavior changes required, across multiple business units, to drive our strategic business goals was superb!  IPGs highly customized approach to designing training and sustainment plan for our customer facing associates resulted in a highly engaging, user friendly and results oriented program that created a positive culture change for more than 15,000 employees and 10 Million Customers.  Over my 18 years of experience engaging consulting firms to support work in the financial services industry, I found IPG to be one of the finest examples of bringing expertise, strategic thinking, high quality production and masterful facilitation together for an organization.”

SVP, Training Design & Development,
Bank of America

“Impact Performance Group has proven to be much more than a training company.  They have taken the time to really understand our business and work effectively with our line executives, quality assurance and training departments to understand our specific goals.  Their training design integrated business unit goals, performance metrics, and customer-centered service strategies to ensure that the training was widely accepted throughout our call centers. They have demonstrated flexibility and a real commitment to our success.”
                                   
SVP of Training, Service Delivery University,
Fidelity Investments

"Thank you to you and your team for the work that was delivered at the DWS Scudder National Sales Meeting.  The feedback has been extremely positive and the DWS Scudder Product Challenge was a huge success.
In fact, the Product Challenge exceeded our wildest expectations! Our work with your company to deliver sales process skills and targeted coaching has increased our Financial Advisor satisfaction as reported by Market Matrix by 14%.”

Asset Management Learning and Development,
Deutsche Bank

“We needed a consistent Bank of New York sales approach to our High Net Worth clients and prospects. IPG worked with us to develop that process, combining their own expertise with best practices of our organization to create an approach which was new, effective, and felt like our own. IPG's commitment to ongoing coaching and reinforcement is integral to their approach and a great benefit to us. Following the classroom sessions, IPG followed up to make sure that we had what we needed to conduct coaching and reinforcement sessions effectively. The people at IPG are professional and a pleasure to work with. They listened well, were adaptable in their approach as we went along and always put their clients’ needs first. After one year working with IPG, our Relationship Managers average production has risen 60%.”

Head of Sales and Marketing, PCS,
Bank of New York

“Impact Performance Group has professionally presented, trained, and influenced our sales organization. The material and its content are well organized and reflect our sales situations and challenges. The Energy Group's sales organization penetrates deeper, at a higher level, with sound objectives and a better understanding of getting to the value proposition of our customers. Our sales organization is not the same: It is more professional, mature, and has a better understanding of business-to-business relationships. The workshop is FUN and is producing RESULTS!”

Sales Manager, The Energy Group,
Kennametal, Inc.

“Prior to becoming the Training Director for First National Bank of Santa Fe, I worked for a bank on the east coast that implemented a sales training program created by Impact Performance Group.  In over 25 years in banking, it was the best program I had ever seen.  Never before had I seen a sales process combined with interpersonal skills that truly worked hand in hand.  The participants loved it and learned so much.  Naturally, in my new role, I wanted to have FNBSF employees benefit from such a dynamic program.  We implemented the Sales and Service Process created by IPG here at our bank and the results have been amazing. Our cross sell ratios are much higher than previous months and everyone is speaking the lingo and involved in using the new process.  Our entire company has been Impact Performance-ized!  Working with IPG has not only been a pleasure, but a solid working relationship has been formed. We view IPG has a trusted partner. IPG took the time to understand who we are as a company and worked with us to create a process that was truly our own.”

Training Director,
First National Bank of Santa Fe