Restructuring of a banking offer

Industry

Banking-Insurance

Item

Organisation

Context

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

The challenge

Our client had targeted the new contractor market, structured its offering and invested in training its in-house teams. A few years later, sales results were well below expectations. A new impetus was needed.

The solution

An analysis phase lasting a few weeks enabled us to identify the areas of work and to target segmentation, the redesign of the offering and support for change as the major themes.

The project had 2 main focuses:

Work on the product offering and its distribution, with the marketing teams
Review customer segmentation criteria and put together portfolios with the sales teams

The impact

The various projects have resulted in a number of highly operational initiatives to enhance the skills of our teams and create a clearer customer segmentation.

Key figures

4

weeks of analysis

10

weeks of implementation

1

totally restructured offer

100%

portfolios rebalanced

Customer testimonial

Spirit Advisors has the ability to co-construct solutions with teams, which guarantees a high level of buy-in and ownership in the field

General Manager of the bank

Let's discuss your 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.