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Reinventing your strategy?

Whether you're pilot-testing a new branch concept or driving a total transformation of your retail network, we can cut the risks by making sure that all the pieces fit together and work together.


1. Expectations

On paper, the changes should:

  • Drive up sales
  • Attract new sorts of customer
  • Improve your organisation's image
  • Open new, lower-cost channels


2. Typical issues

In reality, you may find:

  • Staff are reluctant to change old habits
  • Customers expect even more
  • The media continue to be cynical
  • Returns don't justify the investment


3. How we help

  • Sales effectiveness diagnosis
  • Communicating change
  • Managing sales and service
  • Lifting operational efficiency


Feature Case Study: Sotto Mayor

Challenge: A newly acquired bank needed a long overdue overhaul of its systems, products and network management.

Solution: Set up a performance programme to teach field managers to become hands-on sales coaches, and to teach staff to engage customers in valuable, needs-oriented conversations.

Result: Very few customers left the bank during the transition period. Meantime, the bank quickly doubled the average number of products per customer.



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Our work regularly puts us at the leading edge of issues facing senior managers in our clients...

Case Studies   
Lloyds TSB

The extra load of compliance costs looked in - escapable. The figures for opening new current accounts, were very worrying:

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