Team Building for the Financial Industry

Team Building for the Financial Industry

Financial industry employees face a unique set of stressful challenges each day, and those challenges can rarely be accomplished without the backing of a strong team.

Working in the financial industry can provide a lucrative career, but it’s one that comes with its own costs. From the customers you serve to the daily duties you perform, your industry is as unique as the people on your team. And unless you can rely on the trust and cooperation of your team, you’ll never reach your highest capabilities.

Team Building for the Financial Industry

We Understand the Challenges of the Financial Industry

Professionals in the financial industry provide one of the most important services in existence – the handling, analyzing, and advising of other people’s money.  And that’s not a responsibility to take lightly. Financial job roles provide a unique set of obstacles, and with those hurdles comes a unique collection of stress inducers that can ultimately impede team performance and effectiveness.

Our leaders have been serving organizations in the financial industry for the past decade with customized workshops dedicated to building stronger teams. It has been our experience during this time that successful teams exhibit three key qualities:

Trust, communication, and cooperation.

Our workshops are carefully crafted to strengthen each of these key points in every participant. In an industry where you rely on the performance and successes of another to achieve your own goals, there’s no question that teamwork plays a crucial role in propelling your financial organization forward.

Custom Team Building Events for the Financial Industry

As an employee in the financial industry, you already attend ongoing educational courses, formal meetings, and classes to broaden your skillset. Our team building events are nothing like those.

Instead of sitting stagnant for a lecture series, our workshops promote active engagement that requires hands-on involvement from every member of your team. Each participant will have fun being away from the confines and stresses of their workspace, allowing them to freely focus on the experiences and activities during the workshop, all while building solid skills and making connections with their team members.

Our in-house leaders are experienced with the needs and challenges financial industry teams face and can tailor your event to address those needs based on our personal expertise. Your group benefits from first-hand knowledge that will lead them on the path to establishing trust, cooperation, and communication with their peers.

Charity Team Building Events

Similar to our traditional team building events, we can create customized charity events that provide self-serving fulfillment while giving back to others. Participants in our charity events will enjoy the opportunity to complete projects for children, such as wrapping Christmas presents or building bicycles or lending a hand to our service men and women overseas in the form of creating care packages.

During the activity, teams will develop and strengthen teamwide communication and cooperation skills, while building camaraderie essential for trust. Being in the financial industry, your roles revolve around a strong sense of community, and there’s no greater sense of community than being willing and able to give back to those you serve.

Past Financial Workshops
Crowe Howarth

Crowe Howarth Selects Their Interns at our Bike-A-Thon in Chicago, IL

The Bike-a-Thon we staged at the Hyatt Regency McCormick Place in Chicago, IL was a massive and ambitious venture. There were 290 college students from all over the country in attendance, each of them vying for a coveted internship with Crowe Howarth under the watchful eyes of the accounting giant’s management team. With our facilitators

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Liberty Mutual Insurance

Liberty Mutual Insurance Makes Huge Strides in Nashville, TN

This was, without a doubt, one of the best workshops we’ve staged in a long time. Of course, we enjoy all of our workshops, but this one seemed especially satisfying for a variety of reasons. First, it was a huge group from a great company — 130 top level staffers from Liberty Mutual Insurance working

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Ficosa Financiers

Ficosa Financiers Find Trust and Confidence through DiSC®

Recently, a group of Ficosa accountants and financial officers met with us for some DiSC® training. The goal? Trust building and confidence boosting through better communication. The result? Success!

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Freddie Mac

To Help Local Kids, Freddie Mac Builds Backpacks for School

Freddie Mac is in the business of helping America’s families. On a summer’s day this past August, they helped families in a brand new way: with a Magnovo workshop!

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allianz life logo

Proud to be a Part of the Allianz Life Employee Giving Program!

We like to think we’re experts on employee-centered corporate giving projects, but Allianz Life seems to have that down to a science.  With one of the most progressive giving programs we’ve ever seen, this insurance company really knows how to get everyone involved in giving back- and that’s something they have in common with us!

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Salle Mae Had a Message and We Helped Spread the Word

Sallie Mae Had a Message

When Sallie Mae got together for their annual sales meeting this past winter, they had a clear message for the event: working together to bring even more success in 2016.  That sounded like a call for more teamwork to us!

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Arvest Mortgage Company in Fayetteville, AR Gets their Workshop

Arvest Mortgage Company in Fayetteville, AR Gets their Workshop Despite Some Missed Connections

When was the last time a company executive drove through the night to deliver a product to you?  Team building Fayetteville, Arkansas was in full swing when our very own Rob Jackson drove his car all night to get to a Rescue Buddies team building workshop for Arvest Mortgage Company.

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Wells Fargo's New Twist on Corporate Volunteering

Wells Fargo’s New Twist on Corporate Volunteering

Wells Fargo is a company driven by vision and values – like corporate volunteering.  They’ve been committed to a strong sense of company vision and guided by a mission statement for longer than most companies, and part of that has always been a strong belief in their own corporate social responsibility.  Perhaps that’s why their

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Team Building Events - How to Solidify Your Organization

Wells Fargo Chooses Magnovo’s DiSC Training for their IT Professionals in Charlotte

When Wells Fargo wanted to enhance their IT professionals’ soft skills, they turned to Magnovo for our DiSC Personality Training Workshop Wells Fargo sent their IT Professionals to us for a round of DiSC Training, and everyone ended up learning a lot about themselves. That’s part of the goal with DiSC Training- and this little

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Leadership Development for the Financial Industry

Your team is already invested in the success of the company simply by being part of it. You can invest in their personal success with leadership development courses. Being a leader in the financial industry means more than having a high-ranking job title. It means being capable of working independently while understanding when to come together to work toward a common goal.

Our leadership training seminars can pose each member of your team to become individual leaders with a focus on organizational growth. From mastering negotiating and public speaking to strengthening communication skills, your team can become impactful leaders in less time than experience alone.

Our seminars provide

  • Sessions that stimulate imagination and creative thinking
  • Problem-solving exercises to increase response time
  • Financial industry skills and expertise from facilitators who understand the needs and requirements to succeed as a leader in the industry

If you’re ready to build your team or develop future leaders, call today or fill out our form for a free quote. Let’s build greatness together!


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