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

Worldpay, Doing Their Part for the World

Early this past Fall, we met with a group from Worldpay at the Renaissance Midtown Atlanta Hotel. The objective: a Mission: Kids Care charity workshop. The result: huge success with team building and lots of fun!


SEI Workshops & Incentives Builds Wagons at the F5 Agility Conference

Put up to 200 IT professionals in a large room. Add food, cocktails, wagon parts, and a charity incentive. What do you get? An incredible mixer that’s perfect for networking!

Wells Fargo

Wells Fargo Steps it Up for Soldiers in Iraq

Charity workshops always benefit the community, but when there’s a personal connection, it’s even better.


J.P. Morgan Asset Management Helps Troops with Mission: Military Care

Working in an office all day can make it easy to feel disconnected, from coworkers as well as the world at large. A team from J.P. Morgan Asset Management took steps to combat that isolation through Magnovo’s Mission: Military Care™ charity team building workshop.


Fifth Third Bank Gets Creative For Kids While Team Building in Cincinnati

  You might think that bank employees are pretty cerebral types, but you’d be wrong about the group we worked with from Fifth Third Bank! We met about 60 employees of the bank in Cincinnati, OH, for an on-site charity team building program. These folks were engaged, enthusiastic, and eager to get to work.

Crowe Horwath

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

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

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!

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!

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!


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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