Genesis has 25 years of experience developing projects in 49 countries. Their training programs cover multiple banking business segments and functional areas at different experience levels, and they take a holistic approach integrated with risk management, relationships, and product sales.

1. Genesis Corporate Profile
2012

2. Genesis’ Quick Facts
• 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
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3. Why Genesis?
25 Years Customizing
in business to Client
Needs
Senior Level Global
Instructors Reach
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4. 25 years of experience in more
than 40 countries
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5. Genesis Works Globally
• 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.
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6. Some of our clients
World Bank
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7. 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 objective is to increase the skills
and confidence levels of the Our strength is to design to achieve
objectives, including the specific
participants and their capacity to banking context to create impactful and
apply their learnings into action at attractive materials.
work.
Instructors with a great amount of
We take a holistic approach towards
experience in banking and training,
training, integrated to risk management,
multinlingual and multicultural
relationships and product sales to fulfill
allowing them to connect with the
the business objectives.
audience.
We focus on key concepts, priorities,
processes and procedures and we use a
variety of media: case studies,
simulations/games, excercises and role
plays.
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8. Delivery Formats
Live classroom E-learning
learning
Virtual Pre-recorded
Classroon audio and
Video video
Conference Self-study
materials
Webinars
Distance Support
Coaching documents
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9. Specialty Areas
Retail and
Commercial Transactional
Consumer
Banking Banking
Banking
Corporate
and Wealth
Investment Management
Banking
Sales & Financial
Risk
Relationship Basel Institution
Management
Management Management
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10. Course Concepts
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11. New courses implemented in 2011
Advanced Risk Business Credit Card Business & Risk 5
Issues 3 days days
Advanced Commercial Risk Identifying & Structuring
Management Investment Banking
5 days Transactions
Auditor’s Risk Program Credit Card Planning &
Retail Banking 4 days Control 3 days
Portfolio Risk Analytics – Private Banking Client
Retail Banking 3 days Management 2 days
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12. 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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13. BLOG
consultgenesis.wordpress.com
Boston
Tel. +1-781-736-9142
info@consultgenesis.com
Miami
Tel. +1-305-648-5070
info@consultgenesis.com
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