Marketing & Sales

Financial Services

We assist marketing executives in transforming customer relationships, placing them at the center of strategic decisions and implementing digital strategies. Our experience in redefining commercial areas, from organizational structuring to tools implementation to increase sales performance, has brought significant results to our customers.

We are experts in designing best practices for CRM and we help to choose the best solutions to support the new relationships between banks and customers.

Some of our Marketing and Sales offerings are the following:

  • Sales pipeline creation;
  • Sales force optimization through predefined scripts and focus on the company’s target products;
  • Attractiveness/retention and activation modeling based on our CRM concept and methods;
  • Relational modeling for retention and cross-sell increase;
  • Setting goals by region/channel/product/sales team.

Learn more about our Marketing and Sales activities in the following industries

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