Financial advice always has been and always will be a confidential matter. As a result, the bank consultant is the key provider of information on financial products. In the retail banking business, however, most customers are only provided with advice by request rather than being pro-actively approached. zeb/ helps banks to develop an efficient customer communication concept for pro-active product sales.
The zeb/retail customer implementation concept enables your customer advisors to develop a structured and efficient communication concept for retail customers. As a result, you can provide targeted advice and sell products to your customers. In addition to subject-specific and needs-oriented consulting training, we also focus on customer canvassing training, including training on how to make customer adviser appointments with high net worth investors.
Our methodical approach:
- We analyze the existing consulting process to identify critical performance drivers which facilitate the optimization of consulting services for retail customers.
- In a subsequent workshop, we help your sales staff to standardize the consultancy processes in line with individual customer requirements.
- Then we design a dialog concept.
- To guarantee the efficient implementation of the concept, we conclude with practical training.