Expertise You Can Trust To Set Your Bank Apart
Partner with experts to guide you in creating lasting client relationships that drive long-term growth
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Increase Assets Under Management (AUM)
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Boost Sales
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Maximize Client Share of Wallet
You want your bankers to excel at prospecting and deepening client relationships, but it's challenging when there is no airtight strategy to gain and retain top clients.
Expert-Vetted Private Banking Solutions
When you partner with us, you'll have access to:
* World-Class Expertise
Unmatched hands-on experience in private banking at leading international private banks across three continents with a specialized focus on UHNW clients. Proven expertise as trusted coaches and consultants for banks and globally renowned companies.
* Insider-Insights
Trusted by leading banks, we blend banking expertise with UHNW insights. Our programs deliver what UHNW clients and global banking professionals value most so you stay ahead without constant reinvention.
* Bespoke Solutions
We provide tailored solutions to help bankers and teams excel in prospecting and client management by crafting solutions that align with each bank’s unique needs and industry demands.
Meet our executive team
Marjan Najafi
CEO & Co-founder
Marjan is an accomplished private banker with 15 years of international experience across global finance hubs, including Singapore, London, the UAE, and Switzerland, with top institutions such as Credit Suisse/UBS, Standard Chartered Bank, and Bank J Safra Sarasin. Her sharp skills as a relationship manager for UHNW clients have driven her to provide tools and strategies that empower private banks to acquire the right solutions to stand out and exceed targets consistently.
Johannes Le Blanc, PhD
Co-founder
With over 20 years of international experience in consulting and advisory, Johannes has in-depth knowledge of performance techniques and transformational growth processes for senior professionals and their teams. Johannes is an ICF-certified coach.
Our mission
To support private banks and wealth advisors with the most advanced strategies and tools to get fresh assets, grow existing client books, and boost sales.
Our job is to equip your bankers to:
Effortlessly convert prospects into profitable clients
Fast-track sales growth and become more profitable
Build lasting client relationships with ease
Confidently balance what’s profitable for the bank and your clients so everyone wins
Have clients who seek you out as the trusted bank
Ways to work with us
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Learning & Development Programs
Advanced L&D solutions that address the industry's unique challenges so banks stand out with clients and fast-track their sales growth.
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Consulting
Bespoke advisory services informed by the latest insights from top-performing banks and UHNW clients so they get a competitive edge, establish themselves as leaders, and achieve consistent growth.
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Coaching
Customized coaching solutions based on the PROFIT model to identify bankers' specific challenges and develop tailored roadmaps to overcome them so they stand out with clients and grow continuously.
Three Steps to Get
Expert-Driven Private Banking Solutions
Step 1: Book a Call with Us
We’ll assess your bank’s unique challenges and design a customized program to achieve your strategic objectives.
Step 2: Co-Create Solutions
Through our partnership, your bankers will develop the exact skills and strategies needed to stay competitive in a high-stakes environment.
Step 3: Achieve Tangible Results
See measurable improvements in client acquisition, retention rates, and sales performance.
Our Insights
What Are Clients Looking For?
The PROFIT Model
Banking Beyond Numbers
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