Sales Effectiveness

Finalta works with leading retail banks to improve sales performance in the branch network and direct channels, whilst optimising efficiency.

Our Benchmarking Studies and Strategic Reviews analyse sales effectiveness across the mass market, affluent and small business segments.

Finalta's analytical framework covers the key drivers of sales effectiveness success:

  • Sales capacity and time-spend;
  • Activity management;
  • Sales effectiveness; 
  • Managing variation;
  • Incentives, targets and development; and
  • Customer acquisition and product penetration.

Clients can choose from three product options depending on the desired level of insight: Benchmarking Study, Strategic Review and Retail Banking Excellence Programme.

Results are highly practical and actionable. Find out how Finalta helped a leading Northern European bank increase sales volumes by 35%, by reading our Sample Clients Results.

To find out more, click here to contact us directly.

Sales Effectiveness:

Analytical Framework