Activité et/ou secteur
Private bank
Pays
Belgium
Contexte

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.

Objectif(s)
  • 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