What We Do

Finalta focuses on key retail banking issues: sales effectiveness, service quality, customer experience and multichannel management, and provides detailed analysis of best practices in the mass market, affluent and small business banking segments.

We provide value to our clients through benchmarking and best practice analysis, supplemented by ongoing research programmes and peer networking. We provide a structured, fact-based approach to business issues to ensure rapid and sustainable performance improvement. This is based on our unique three step methodology: Understand, Quantify, Act.

Our trusted client relationships allow us access to highly valuable performance metrics and strategies. Using a rapid and proven methodology  we work with banks to compare performance and practices, quantify the potential for improvement, identify the actions needed and initiate change to deliver results. Our rigorous approach to data analysis and our in-depth knowledge of best practices provide members with unparalleled quantitative and qualitative insight.

We judge our success by clients' results. In recent engagements, Finalta has helped clients achieve rapid improvements in areas such as branch sales productivity (e.g. a 45% improvement in sales per branch employee in two years) and customer satisfaction levels (e.g. a 10 percentage point increase in 18 months).