Activité et/ou secteur
Private bank

The banking sector is becoming increasingly complex and banks need to be proactive in creating opportunities and getting the best out of their client portfolio.

  • To actively seek referrals
  • To secure customer referrals
  • To hold a successful first meeting with a referral
Population cible

90 experienced customer account managers

Solution apportée

We adopted an in-depth approach, covering behaviour, tools and defective processes. The project was a success in terms of participant satisfaction and outcomes.

Résultats obtenus
  • A more combative mindset
  • A more open mind to referrals
  • A practical referral action plan