For banks, insurers and wealth managers
High-performing teams and culture for financial services
Innovation, design thinking, customer experience, data and AI training, and startup programs for banks, insurers and wealth managers.
- Banks and insurers
- Australia, New Zealand and Asia
- In person or remote
Financial services clients
Banks, insurers and wealth managers
Financial institutions around the world. Each logo links to its published case study.
Wealth management
In their words
What financial services leaders say about innovation training
Insurance
CC's team learned from real-time analytics and made changes accordingly in order to help us maximise learnings and get closer to identifying what the market wants before investing time and money building out and executing on a business case.
Financial services deck
Download the financial services deck
Our financial services clients, programs and case studies in one PDF to share with your team.
Collective Campus financial services deck
Financial services
Capability building for banks, insurers and wealth managers
Better products and service in a regulated business comes down to capable teams.
Since 2015, hands-on workshops built around a real product or customer journey your team owns.
- Banks, insurers and wealth managers, each with a published case study
- Australia, New Zealand, Singapore and Hong Kong
- Innovation, customer experience, data, startup programs and AI
Innovation
Innovation training for financial services
Innovation in financial services means testing an idea with customers before it becomes a funded project.
MetLife validated a concept in market and made a clear pivot decision. Australian Unity ran over 26 experiments on four ideas. Two won business case support and two were ruled out.
Design thinking
Design thinking for banks and insurers
Design thinking takes a team from "we think customers want this" to "here is what they need, and why".
FWD ran an innovation crash course, a design sprint and a hackathon, and secured support for its ideas. IOOF ran a hackathon at our innovation lab. See the design thinking workshop.
Customer experience
Customer experience training for financial services
Customers feel the seams between products, channels and systems.
BNP Paribas built consistency across customer interactions, then ran a learning academy on CX, lean startup, agile and innovation. See the customer experience workshop.
What we run
Workshops and AI programs for financial services teams
Hands-on, built around a real product, journey or process your team owns. In person or remote. Each link is the full program.
Design thinking
A method teams can run again on client, customer and internal problems.
Explore →
Customer experience
Map a live journey, rank the friction and leave with a fix.
Explore →
Psychological safety
The candour people need to speak up and learn, without lowering the standard.
Explore →
Critical thinking
Practise judgment on live work, so people keep ownership of the decision.
Explore →
Lean startup and product sprint
Test ideas fast before they become funded projects.
Explore →
Agile
Ship in small steps and get from A to B faster.
Explore →
Productivity
Protect time for deep work on the work that matters.
Explore →
AI training
Put AI to work in the day to day, on the tools your teams already have.
Explore →
AI design sprints
From AI literacy to outcomes. Teams take real problems, build with AI, then pitch.
Explore →
AI governance
Acceptable use, risk and accountability, written for your organisation.
Explore →
AI champions
A champions cohort, and briefings for executives.
Explore →
Data and AI
Data and AI training for financial services
Practical use on approved tools, with a human accountable for every decision and a clear rule on what data goes where.
NAB portfolio managers learned Bayesian modelling and causality. BNP Paribas built data science awareness. See AI training, AI governance and AI design sprints.
Ways of working
Lean startup, agile and productivity training for financial services teams
Move faster without adding risk. Standard Chartered learned lean startup in Hong Kong. BNP Paribas added agile to its academy.
Psychological safety, critical thinking and productivity round it out.
Startup programs
Startup programs for banks and insurers
Sometimes a startup has already built part of the answer.
NTUC Income drew over 200 applications, ran six paid proofs of concept and presented at the Singapore Fintech Festival. BNZ drew over 100 global applications to match startups with its SME customers. See Startup Collab.
Sectors
Training across financial services
Major banks. Life, health and general insurers. Wealth managers. Each workshop starts from the product or journey that team owns.
In the room
What a financial services team should leave with
- One named product, journey or process, and a shared picture of how customers experience it.
- A prioritised list of friction points or ideas, ranked by cost and impact.
- A rough prototype or test for the most promising idea, with the assumption it needs to prove.
- A method and a shared language the team can use again without a facilitator.
- An owner for the next step.
About us
About Collective Campus
High-performance teams since 2015. More than 100 large organisations and 100 startups around the world. Find us at collectivecampus.io.
Facilitator
Founder of Collective Campus and author of Time Rich
Steve Glaveski
Still personally leads flagship workshops. Formerly at EY, KPMG and Macquarie Bank. Two-time Wiley author, Harvard Business Review contributor and host of the Future Squared podcast.
Financial services
Questions from financial services teams
What does Collective Campus run for financial services?
Capability building workshops in design thinking, customer experience, innovation, lean startup, agile, critical thinking, psychological safety and productivity. Data and AI programs covering AI training, AI design sprints, AI governance and AI champions. And startup programs that connect banks and insurers with startups.
Which financial institutions have you worked with?
Banks including NAB, BNZ, BNP Paribas and Standard Chartered. Insurers including MetLife, FWD, NTUC Income and Australian Unity. IOOF in wealth management. Each one has a published case study.
Is this AI training, or broader than that?
Broader. Most of our financial services work has been innovation, design thinking, customer experience, lean startup and startup programs. Data and AI programs sit alongside those workshops, with a clear rule on what data goes where.
Can a workshop be built around one of our products?
Yes, and it works best that way. Bring a live product, a customer journey or an internal process, and the session is built around it. Confidential detail stays in the room.
Do you work outside Australia?
Yes. BNZ is in New Zealand. NTUC Income is in Singapore. Standard Chartered worked with us in Hong Kong, and BNP Paribas and FWD across Asia. Workshops run in person or remote.
How do we get started?
Book a discovery call. Tell us the product, team or challenge you want to improve, and we will recommend the workshop, sprint or program that fits.
Tell us the product or journey you want to improve.
Name the product, team or challenge. We will shape the right workshop, sprint or program around it.