Multichannel 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 Multichannel Banking Strategic Review tackles questions such as:

• How are direct channels' interactions with the branch managed?

• How dynamic are CRM capabilities and what customer segmentation methods are used?

• What marketing activities are conducted and what level of acquisition is achieved?

• How effective are sales processes and what level of lead generation and sales are achieved?

• What level of service functionality is in place and how is quality managed?

• To what extent have deposits, withdrawals and payments have been migrated to lower cost 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 Multichannel Banking Strategic Review, click here to contact us directly.