Sales and consulting concepts will always be ineffective unless they are consistently implemented. To guarantee the long term success of your sales organization, zeb/ provides an integrated range of projects to banks, including implementation support. zeb/ differentiates between support and implementation concepts for retail customers, high net asset investors, private banking/wealth management customers and business customers.
A structured customer database makes it possible for you to offer closure-oriented individual solutions. The result is higher customer satisfaction and an increase in the cross-selling rate. Additionally, the systemization of successful sales concepts maintains the contribution margin per customer at a high level.
Our approach:
- We analyze the existing consulting process to identify critical performance drivers which will facilitate the provision of optimum advice (evaluation throughout the consulting process).
- In the subsequent workshop, we help your sales personnel to develop standardized consulting processes that cover the entire range of customer needs, always taking your bank's specific requirements of consulting services into account.
- We develop a dialogue concept on the basis of the workshop results. This is a process involving the detailed analysis of customer requirements and the incorporation of the analysis results in solutions.
- Then, we hold sales training sessions for your consultants. To maximize their professionalism, we integrate transfer tasks in these training sessions which the participants have to perform in real customer talks.