Projects
Integration of sustainability into the commercial network system of a financial institution in Portugal to support clients in their sustainable transition
This program transformed client interactions, embedding sustainability at the core of the Commercial Network and positioning the institution as a leader in sustainable transition.
Challenge
In alignment with the United Nations Sustainable Development Goals (SDGs) and the fight against climate change, financial institutions face a dual responsibility:

  • Improving the sustainability of their own business model.

  • Accelerating their clients' sustainable transition.

Achieving the second objective requires the financial institution to deeply understand its clients, empathize with their challenges, and effectively guide them towards more sustainable models.
Solution
We designed a comprehensive program aimed at commercial managers, equipping them to support clients in their sustainable transition. Key actions included:

  1. Client awareness: We equipped managers with a strong narrative to promote the urgency and benefits of sustainable transition.

  2. Specialized knowledge: We provided training on financing in sectors facing significant transition challenges, identifying key opportunities.

  3. ESG diagnostics: We conducted practical sessions for managers to learn how to perform sustainability diagnostics and identify business opportunities in real contexts.
Benefits to the Organization
The program delivered tangible benefits:

  • Strengthened client relationships: Commercial managers now have the tools to empathize with and better advise clients on their sustainability journey.

  • Business opportunity identification: Increased volume and quality of financing for sustainable projects.

  • Market differentiation: Positioned the institution as a strategic sustainability partner, enhancing its reputation and commitment to the SDGs.