Bank on Success
Mastering Negotiations in Banking and Financial Services
Improve sales, deepen client insights, and sharpen negotiation skills to differentiate and elevate your financial firm’s competitive edge.
Trusted by Banking and Financial Services





Everything from high interest rates that challenge profit margins to complex regulatory demands that span multiple countries have the financial world feeling the heat. On top of that, the new wave of AI tech is shaking things up, offering banks and financial service firms both challenges and opportunities. It’s a lot to juggle, but it’s also a prime time for banks to flex their innovative muscles with some clever strategy and cutting-edge tactics.
Negotiation Training Delivers Value

Negotiation is key to thriving in the banking and finance industry. Here’s how negotiation training makes a real difference:
- Ramp Up Sales: Equip your team to seal deals faster and boost your financial performance.
- Master Cross-Selling: Learn effective strategies for offering additional financial services to improve client engagement and revenue.
- Stand Out from the Crowd: Whether you’re a large regional bank or a community-focused credit union, discover how to highlight your unique advantages over the competition.
- Connect and Solve: Develop deeper insights into client needs, tailor financial solutions that make a lasting impact, and ensure client loyalty.
- Win-Win Internally: Strengthen internal negotiations and collaborations to secure better terms with partners and streamline procurement processes.
Negotiation Training for Banking and Finance Professionals
The following teams could particularly benefit the most from negotiation training:
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Client Relationships
Investment Banking
Credit Risk
Procurement
M&A
Private Equity
Portfolio Management
Financial Advisors
Project Management
HR & Talent Acqusition
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“I highly recommend SNI for negotiation training. SNI really focused on our needs and customized our training so that we got as much out of it as possible. The pre-work was instrumental in engaging our team and fostering learning. We’ve been able to take what we learned and apply it to our daily responsibilities.”
— Senior Manager, Contracts
Collins Aerospace
Shapiro Negotiations Institute: Your Premier Partner for Banking and Financial Services Negotiations Training
At Shapiro Negotiations Institute (SNI), we get it—negotiation skills are critical in the banking and financial services world. Our training programs are designed to help your team excel in this fast-paced industry.
Here’s how we make it happen:

Customizable and Personalized
We tailor our training specifically for banking and financial services, addressing the exact challenges your team faces, from loan negotiations to regulatory compliance.

Engage with Real Scenarios
No boring lectures here. Our sessions are interactive, using real-world banking scenarios to make learning relevant and engaging for your team.

Implement Practical Skills Now
We focus on teaching techniques that your team can use immediately. This means you’ll see a direct impact on negotiations and performance right away.

Leverage Industry Expertise
Our trainers bring extensive experience in banking and financial services. They understand your challenges firsthand and will provide insights that you can directly apply in your daily operations.

Support Continuous Improvement
We don’t just stop at training. We offer ongoing support to help your team integrate their new skills so they continue to see long-lasting benefits and real results.