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.