Helping a Fortune 500 finance company connect with story

Industry type: Financial services

To develop deeper connections with its customer base, a Fortune 500 financial platform needed to tailor their messages to the needs of each customer. Duarte gave them the tools and skills to do so.

Image of an instructor presenting a slide from a presentation who is teaching a Fortune 500 finance company to connect with customers through story.

The opportunity

The marketing team at a world-renowned financial platform puts a high value on empathetic, audience focused messaging. But the team realized the mechanics of delivering the right message to the right person was beyond their skillset. They turned to Duarte for help.

How we helped

Because every customer is unique, no single training solution was a perfect fit. Duarte decided to meet the team, and their customers, where they were at by creating a custom learning journey comprised of three different trainings: DataStory, Resonate, and Captivate.

Data is the default language of a financial company, but finding meaning in the numbers and using those insights to make clear recommendations was still a challenge for their analysts. DataStory gave them the skills to bring their data, and the insights it contained, to life. Resonate helped them weave storytelling into their presentations. And Captivate taught them to become more comfortable, dynamic, and empathetic speakers.

How we changed the world

Our client’s financial platform serves 100 million people every year – 90% of whom say their stress levels are impacted by finances. Working with Duarte, our client now has the tools to empathetically communicate with each customer, reducing stress by empowering them to make confident financial decisions.


A marketing team’s material didn’t reflect their value of customer centricity.


Duarte built a custom learning journey to teach the business development team to become more empathetic communicators.


The team was equipped with the skills to create more customer centric messaging.

Client feedback

“Captivate should be required for anyone who wants to give a presentation in the future. Your audience will thank you!”

Captivate learner

“If you plan on crafting ideas that make a significant impact on your life and organization, Resonate is for you!“

Resonate learner

“The content delivered in the DataStory workshop is something you’ll genuinely find yourself getting value from every day in your career.” 

DataStory learner