Global Commercial Bank
Increasing Win Rates with Improved Presentation Performance
Targeted Executive Coaching to Leverage a Global Bank’s Expertise
Even high performing teams can lose momentum at the point of delivery. That’s what was happening at a global commercial bank with one of the world’s largest retail and commercial banking operations. Within its Debt Capital Markets group, leaders identified a specific area that was underperforming relative to the strength of their proposals and expertise: live client presentations.
Challenge
The Debt Capital Markets team was staffed by seasoned executives with deep financial and sales experience. Written proposals and supporting materials were consistently strong, yet presentation performance was not matching the quality of the content or the opportunity. Specifically:
- Presentation delivery varied across executives
- Only a subset of executives were regularly relied on for client pitches
The challenge was not capability, but consistency and conversion.
Solution
Yes& CommCore partnered with the team to ensure more executives could present at a level that matched the bank division’s expertise and ambitions. We started by evaluating their executives’ presentation skills; then we defined measurable improvement goals.
We developed a tailored presentation and executive coaching program that included:
- Targeted presentation recommendations aligned to the bank’s clients and pitch environments
- Clear learning objectives tied to real, high-stakes presentations
- The CommCore Clinic: short, focused, high-impact presentation training sessions designed for senior executives with limited time
Results
Our approach allowed leaders to refine their delivery quickly, and apply changes immediately in live client settings. The bank reported measurable improvements:
- Higher success rates and increased business wins for the Debt Capital Markets team
- Greater presentation confidence across a broader group of executives
- Clearer, more focused, and more consistent presentations in client pitches
Yes& CommCore helped the team align its presentation performance with the bank’s underlying expertise and proposal strength.
Communications Coaching for Executives
Yes& CommCore offers discreet, individualized coaching for senior leaders navigating visibility, change, or crisis.
Takeaways
In competitive financial services environments, strong content alone does not guarantee results. When presentation performance underperforms relative to expertise, even small refinements can unlock meaningful gains.