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Genesis’ Quick Facts
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• Founded in 1986 in Europe
• Headquartered in the U.S. with offices on Boston (HQ), Miami, Sao Paulo and representation in America, Europe and Asia
• Focus: large financial groups Consulting and Executive Training
• Banking and training professionals 26 international banking professionals with fluency in 6 languages
• Global reach – local knowledge
Why Genesis?
25 Years in business
Customizing to Client Needs
Senior Level Instructors
Global Reach
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• Genesis has developed projects in 49 countries across the continents.
• Genesis consultants design and teach in English, Spanish and Portuguese.
• In 2011 Genesis has delivered seminars in Europe, North America, South America, East Asia and the Middle East.
Genesis Works Globally
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World Bank
Some of our clients
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Training Design and Delivery in Genesis
Our courses cover the needs of multiple banking business segments and
functional areas in different levels of knowledge.
Our strength is to design to achieve objectives, including the specific
banking context to create impactful and attractive materials.
We take a holistic approach towards training, integrated to risk management, relationships and product sales to fulfill
the business objectives.
We focus on key concepts, priorities, processes and procedures and we use a
variety of media: case studies, simulations/games, excercises and role
plays.
Instructors with a great amount of experience in banking and training,
multinlingual and multicultural allowing them to connect with the
audience.
Our objective is to increase the skills and confidence levels of the
participants and their capacity to apply their learnings into action at
work.
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Delivery Formats
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Live classroom learning
Virtual Classroon
Video Conference
Webinars
Distance Coaching
E-learning
Pre-recorded audio and video
Self-study materials
Support documents
Specialty Areas
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Retail and Consumer
Banking
Commercial Banking
Corporate and
Investment Banking
Transactional Banking
Wealth Management
Risk Management
Sales & Relationship
Management
Financial Institution
Management Basel
New courses implemented in 2011
Advanced Risk Business Issues 3 days
Advanced Commercial Risk Management
5 days
Auditor’s Risk Program Retail Banking 4 days
Portfolio Risk Analytics – Retail Banking 3 days
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Credit Card Business & Risk 5 days
Identifying & Structuring Investment Banking
Transactions
Credit Card Planning & Control 3 days
Private Banking Client Management 2 days
Value Add
• Specialized and advanced risk management • Massive roll-outs for different type of audiences • Product and financial services sales • Relationship Management • Corporate Governance and Management • Basel and Compliance • Alternative delivery methodolgies (“blended
learning”) • Curriculum design and improvement metrics • Cost improvements - efficiency
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Boston Tel. +1-781-736-9142
Miami Tel. +1-305-648-5070
consultgenesis.wordpress.com BLOG
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