Company profile presentation (group 3): Heritage Financial Services
English for Professional Purposes
In this exercise, you will prepare and deliver a professional company profile presentation for one of the companies described below. Your presentation should follow the structure outlined in our seminar on business speaking skills and should demonstrate your ability to use appropriate business English language to present your company to potential clients, partners, or investors.
Time limit: 5-7 minutes per presentation
Format: Individual presentations
Preparation: 30 minutes to prepare using the company details provided
Scenario 3: Heritage Financial Services
Company background and history
- Traditional banking institution established in 1982
- Founded with focus on personalised service and community investment
- Grew organically from 5 to 35 branches across northern England and Scotland
- Weathered multiple financial crises through conservative management
- Maintained independence while many competitors were acquired
- Currently employs 1,200 staff with headquarters in Newcastle
Products and services
- Personal banking accounts and services
- Business banking for SMEs
- Mortgage and loan products
- Investment and wealth management services
- Insurance products
- Retirement planning services
Unique selling points
- Personal relationship managers for all business and premium customers
- Local decision-making on loans and mortgages
- Community-focused banking model with branch managers empowered to make decisions
- Lower fees than major national banks
- Higher interest rates on savings accounts than industry average
- Exceptional customer satisfaction scores (92% compared to industry average of 76%)
Market position
- Respected regional bank with strong presence in northern communities
- 8% market share in operating regions
- Particularly strong in small business banking sector
- Main competitors: national banks, building societies, and emerging fintech providers
- Distinguished by commitment to maintaining physical branches
- Known for conservative, stable approach to banking
Future goals and vision
- Digital transformation initiative to modernise banking systems
- Expanding mobile and online banking capabilities
- Targeted growth in 18-30 age demographic
- Maintaining branch network while enhancing digital services
- Mission: “Providing trusted, personalised financial services to help our communities prosper”
- Vision to become the model for how traditional banks can successfully adapt to the digital age