We know the financial industry inside and out. Our President, Gretchen Gordon, worked in banking and for finance companies for over twenty years before founding Braveheart. Therefore we have a special understanding of and affinity for this space.
Our services include helping Private Banking, Trust and Wealth Management teams execute with clients in a more advisory fashion which earns them greater trust and loyalty from their clients, as well as helping Commercial Banking teams more effectively differentiate and sell their unique value in order to improve win rates and efficiency in closing business.
We can help you improve your effectiveness and efficiency regardless of market conditions.