Focus on winning new business and improve customer satisfaction

Industry

Banking-Insurance

Item

Organisation

Context

Our client is a regional branch of a major banking group in France. It offers a full range of banking and insurance products to individuals and businesses.

The challenge

Our client has identified 4 problems in one of its markets :

a large number of customers dealing with the wrong bank advisor
too much time spent on low added-value tasks
insufficiently structured management of the business
commercial development to be improved

The solution

The Spirit Advisors teams began by redefining managerial roles and clarifying functional links.

We restructured the business management system and rolled it out across the entire scope, including 20 sectors.

We also developed and ran a weekly session dedicated to winning new business and sales development.

Finally, together we reviewed the relationship model to adapt it to management’s ambitions.

The impact

The Spirit Advisors teams delivered results, appreciated by the client, for a complex organisation, in a limited timeframe and in a turbulent context.

Key figures

+20

impacted managers

1

harmonised management system

85%

portfolio quality (vs 69%)

Our testimonial

The impact has been significant, in a limited timeframe and in a complicated context. Our customers are now dealt with by teams that are better equipped and more involved.

Spirit Advisors Founding Partner

Let's discuss our project

"We offer you the opportunity to unlock the full potential of your business by implementing customized solutions in operational excellence. Contact us now to start your transformation."