Competition in the private customer segment has grown tougher in recent years, and it will become even more intense in the future. To survive in this kind of a market framework, a sales policy that focuses on recipient-oriented activity management is necessary. zeb/ helps banks to manage the essential aspects of their sales process and to integrate them in management processes.
zeb/ activity management enables you to make a clear situation analysis. We develop activity objectives for each of your customer segments in conjunction with you. All of these objectives are geared to the profit target. The most important element of our approach is a consistent set of objectives, extending from business segment to operational activity level. Our benchmarks provide you with considerable added value, enable comparisons and increase the acceptance of all persons involved in the implementation process.
Our methodical approach:
- First of all, we define management-relevant information and make it measurable.
- Based on benchmarks, we elaborate bank-specific targets values for each process stage. These target values are then compared with the actual values in order to demonstrate the efficiency of each activity to you.
- Then, we make a needs-oriented analysis of your sales process across all hierarchies, from consultant to managing board.
- Based on the analysis, we define the measures which are necessary to achieve the desired objectives.