Client Results: Mass Market Banking

Following Finalta engagements, our clients have been able to achieve rapid performance improvements in the mass market segment.  The case study below demonstrates how we have partnered with clients to help them to improve performance.

20% increase in sales volumes

• Bank M's advisors were underperforming compared to peers. Our sales pipeline benchmarking identified that the key problem was low meeting volumes and a lack of advisor proactivity.

• We led a pilot with a representative sample of advisors to demonstrate the benefits of a new activity management technique.

• The concept, called "Working to the Grid" generated a 20% uplift in sales volumes compared to a control group.

• The productivity improvement held over time and the methodology was subsequently rolled out across the network.

• We are engaged in ongoing work with Bank M since the implementation to track improvements against peer benchmarks.