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PowerSkills Solutions is a framework for Relationship Capital Management based on the leading business book, PowerSkills by Jim Masciarelli. PowerSkills was ahead of the curve in providing Relationship Capital Management for B2B enterprises, providing innovative solutions for Building Profitable Relationships with decision makers, influencers, and stakeholders. PowerSkills “Agenda” became one of the first software “apps” in first phase of Salesforce.com’s app store in 2006.

Business Growth Challenge

In one of several engagements, a major European bank was expanding its services from those of a traditional commercial bank to reach new “high net worth” clientele via Private Banking. The assignment involved two phases. Phase I was the preparation of a Best Practices Industry Benchmarking study on Private Banking in the US. Phase II involved a market evaluation and sales qualification for key wealth management entities in the U.S..

Deliverables and Results

The client received a best practices paper entitled, “The Making of a Gourmet Profession, a day in the life of a wealth manager,” which detailed the responsibilities, goals, and qualifications for a successful private banking executive. The new line of business was ultimately deployed using the PowerSkills recommendations.