Small Business 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 Small Business Strategic Review tackles questions such as:

• What is the effectiveness of the segmentation model?

• What is the role of remote channels for acquisition, sales and service?

• Where and how should credit assessment be undertaken?

• What product and marketing initiatives can increase share of wallet / product penetration?

• How to acquire new-to-bank customers?

• What sales activity levels are achieved by small business relationship managers?

• How are targets for advisors and branch managers set?

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 Small Business Banking Strategic Review, click here to contact us directly.