Mass Market Banking Strategic Review

Benefit from the transfer of proven best practices, support in action planning and accelerate improvement.

Finalta's Strategic Review supplements its benchmarking of performance metrics with an in-depth assessment of strategic priorities and capabilities, providing clients with action-oriented recommendations to implement change.

Our extensive knowledge of retail banking best practice across Europe enables us to offer proven solutions tailored to your bank's improvement priorities, using anonymised case studies. Our Mass Market Strategic Review tackles questions such as:

• How much sales resource is available in the branch network?

• How efficient are key parts of the sales process such as meeting length and sales fulfilment?

• What targets do banks use to manage the performance of sales forces?

• How effective are strategies to migrate transactions to self-service or direct channels?

After helping to identify required actions, Finalta facilitates a workshop with the key client decision makers, using case studies to help determine how the bank can address identified issues. Through the workshop, the bank determines which solution will best meet its needs. Based on this, an action plan is agreed, detailing key tasks, timescales and responsibilities.

To find out more about Finalta's Mass Market Strategic Review, click here to contact us directly.