• Financial Services

    BUILDING LEARNING PATHWAYS FOR

    CROSS-FUNCTIONAL, BUSINESS-SAVVY
    FINANCE TEAMS

WHO WE ARE

Brainayan has expertise in working with various companies in the broader finance industry. We have worked with fintech startups, various NBFCs, insurance companies, etc. We understand the day-to-day challenges of Finance teams and are able to customize the behavioral content to make it accessible and applicable.

TAILORED TRAINING SOLUTIONS FOR
EVERY ROLE IN FINANCIAL SERVICES

Equip your financial professionals with the skills they need to excel in a dynamic, compliance-driven industry.

Communication Skills

The language of finance is money and that doesn’t necessarily align with proficiency in day-to-day language, leading to awesome finance people coming across as ineffective. Our communication skills program helps finance team members improve their workplace communication skills significantly.

Difficult Conversations

Finance teams are the custodians of a company’s financial health. Naturally, they have to hold other colleagues accountable for wastage of resources. These conversations can come across as distrustful to others. Our Difficult Conversations program helps finance teams learn and practice ways to have confrontational conversations in a trusting, respectful and collaborative manner.  

Giving And Receiving Feedback

Feedback is the bedrock for growth and collaboration. Developing the mindset and skills to seek and receive feedback and act on it matters for your own growth. Developing the ability to communicate developmental feedback in a helpful way needs learning and practice. This program prepares finance teams to learn how to give and receive feedback in their day-to-day context and also as a life skill. 

Business Story Telling

Finance teams are several times disliked for their push approach. However, these teams deal with rules and regulations, violation of which can land the company in a difficult legal scenario. Most times, while their intent is in the interest of the company, the communication comes across as draconian. Our Business Story Telling program helps finance teams learn how to tell a story to other colleagues, so they understand why some rules have to be followed, without generating dissent.   

Customer Centricity

Finance teams work with a lot of customers – external and internal. Internally, there are business heads that have to secure budget for employees that need reimbursement. Externally, there are customers buying credit from vendors raising invoices. While following rules and regulations, the human in the situation can sometimes be ignored. Sometimes, customers can be extremely difficult to work with. Our Customer Centricity program helps finance teams learn the basics of customer centricity and build empathy into their interaction with all customers. 

Influencing Without Authority

One of the key challenges for finance teams is influencing stakeholders that are ranked higher. An external customer is always ranked higher. How do you make them listen to you? Influencing Without Authority comes with a well thought through model for influencing and gives an actionable approach to creating influence.  

Staying Resilient

Finance teams have to build deep resilience for various reasons: Frontline teams have to deal with demanding customers daily. Monthly submission timelines can be hard. Audits can be excruciating. Preparing data for board presentations can be grueling. Staying Resilient helps finance teams learn tools and techniques to stay resilient in a highly sensitive environment.

People management

We equip finance team managers with a toolkit to manage finance experts well. We help them understand the core skill set for people managers and how to make it work in a finance environment. 

LEADING IN THE FINANCIAL INDUSTRY

Our leadership and learning programs are built to support professionals across the financial sector – from banking and fintech to insurance – in navigating change, driving innovation, and building resilient, people-first cultures.

Leading Teams

Equip senior leaders with skills to manage uncertainty, drive digital transformation, and lead with influence. Focus on strategic thinking, cross-functional alignment, and data-backed decision-making.

Managing Teams

Support mid-level managers in developing coaching skills, leading hybrid teams, and handling high-pressure client and compliance demands. Programs include people management, performance conversations, and stakeholder communication.

Retail & Commercial Banking

Upskill teams to improve customer trust, adapt to digital tools, and deliver consistent service across physical and digital touchpoints. Focus areas include customer-centricity, risk awareness, and frontline agility.

Fintech & Digital Finance

Empower product and tech teams with skills to collaborate cross-functionally, innovate responsibly, and adapt to a fast-changing ecosystem. Includes programs on agile leadership, innovation culture, and stakeholder management.

Insurance & Risk Management

Specialized learning to help teams deal with complex underwriting, claims, and client servicing. Focus on compliance-driven decision-making, empathy in customer interactions, and cross-functional coordination.

Compliance & Regulatory Functions

Enable teams to stay ahead of regulatory shifts while building a culture of accountability. Programs include regulatory mindset training, stakeholder influencing, and ethical leadership.

Finance Business Partners & Analysts

Help finance professionals go beyond reporting – build influence, challenge business assumptions, and communicate insights with impact. Focus on commercial acumen, storytelling with data, and strategic partnering.

SUCCESS

Stories

Regardless of your financial services focus, we provide tailored solutions to drive transformation across the industry. 

Cross-Functional Collaboration in Fintech

Designed a learning intervention for a fintech team blending tech and finance, enhancing customer centricity and cross-functional collaboration.

Customer-Centric Communication for
Global Support Teams

Enabled customer-facing finance teams to navigate time zone challenges and set clear expectations through empathy and assertive communication.

Strengthening Collaborative Communication

Developed a communication module to help finance teams deliver difficult feedback to customers while reinforcing trust and collaboration.

Resilience for Frontline Finance Sales

Ran a resilience-building program for sales teams in high-pressure finance environments, boosting their ability to handle rejection and stay focused under stress.

BY THE NUMBERS

Finance professionals trained across banking, fintech, and insurance

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Tailored L&D programs designed for the financial sector

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Trainers with hands-on experience in finance and regulatory environments
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READY TO STRENGTHEN YOUR FINANCIAL SERVICES TEAMS?

Partner with us to create tailored learning solutions that address the unique challenges of the financial services industry.
Let’s equip your teams to excel in a compliance-driven, client-focused, and innovation-led environment.

want to know more?

write to vipul@brain-ayan.com or
buzz him on: +91 99209 17193 he will be delighted to help you!

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We are passionate about helping your people realize their potential, and we are relentless about doing this in neuro-psychologically optimal ways.

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