Finalta Retail Banking Excellence Programme

  • Find proven solutions to key retail banking challenges through the transfer of best practices
  • Expand your connections with peers
  • 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 research publications. Small business deliverables focus on the critical drivers of success, for example:

  • Managing the Financial Needs of Small Business Owners;
  • Reducing the Cost to Serve;
  • Small Business Lending Pricing Strategies;
  • Excellent Service for Small Business Customers;
  • Using Hunters to Acquire Small Business Customers;
  • Small Business Relationship Management; and
  • Designing an Incentive Scheme for Small Business Advisors.

Click here to view an extract from a sample small business banking publication: Service Excellence for Small Business Customers.

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.