Finalta Retail Banking Excellence Programme

  • Find proven solutions to key retail banking challenges through the transfer of best practices
  • Expand your connections with peers
  • Profit from expert advice
  • Benefit from ongoing support

Finalta's Retail Banking Excellence Programme serves to inform, connect, advise and support. Components include published research, networking and advice. It provides over 850 retail banking executives across Europe with access to practical best practice research, including case studies and market analysis; networking, through quarterly web conferences and annual Summits; and advice on how to implement best practice from our research team.

Members use Finalta's Excellence Programme to:

  • Provide practical, actionable guidance on how to tackle critical retail banking issues;
  • Keep up-to-date with the latest thinking;
  • Inform their strategic planning;
  • Build business cases; and
  • Validate proposed change initiatives.

Our best practice research library contains over 250 publications. Sales effectiveness research focuses on the critical drivers of success, for example:

  • Is the Teller / Seller Role Effective?;
  • Enhancing Lead Generation from Branch Visits;
  • Optimising Sales Meeting Effectiveness;
  • Managing Variation in Advisor Sales Performance;
  • Maximising Advisor Performance through Differentiation;
  • Attrition and Dormancy Management; and
  • On-boarding New Customers.

Click here to view an extract from a sample sales effectiveness publication: Branch Roles in 2015.

The Retail Banking Excellence Programme gives members unlimited bank-wide access to all of Finalta's published research across its core areas of coverage: sales effectiveness, service quality, customer experience and multichannel management, within the small business, affluent and mass market segments.

To find out more about the Retail Banking Excellence Programme, please click here to contact Finalta directly.