Salesforce Effectiveness

Illustrative Projects

  • Commercial Lending Business of a Top Five US Bank:
    Sales force effectiveness reengineering including role development, segmentation, and tiered servicing.

  • Commercial and Consumer Lending Portfolios of a Global Captive Bank:
    Sales force integration, organization integration, tiering, realignment, and compensation/incentive planning

  • Multinational European Bank:
    Re-engineered the new client take on and client on-boarding processes impacting wholesale, commercial, and institutional lines of businesses.

  • Consumer Lending Portfolio of a Top Ten US Bank:
    New desktop technology strategy, design, and development to support an integrated lending sales cycle to attain faster, more accurate, and less expensive processing through the business to business channel.