Sales Effectiveness 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 Sales Effectiveness Strategic Review tackles questions such as:

• What is the optimal staffing level and role mix in the branch network?

• How can banks optimise advisor time-spend?

• What actions can banks take to reduce variance in the performance distribution of our branch salesforce?

• What are the main drivers that differentiate top and bottom performers?

• How well are targets and incentives aligned to sales management practices?

• How effectively are customer relationships being acquired, deepened and retained?

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 Sales Effectiveness Strategic Review, click here to contact us directly.