Financial Sector

Strategic consult on bonus and performance management

  • Objective :
    • Establish a specialized management system to allow for the distribution of bonuses among employees, according to achieved performance
  • Results :
    • Efficient and standardized performance recognition management application

Strategic consult on customer relationship management

  • Objective :
    • Realize a specialized customer management system (CRM)
  • Results :
    • Our analysis demonstrated to the client the
      relevance of this type of system; one developed for his needs

Prospect management application

  • Objective :
    • Develop an efficient prospect management and follow-up tool
  • Results :
    • Creation of an easy to reproduce program which did not require any type of special installation

Dashboard-service quality norms

  • Objective :
    • Establish performance indicators respecting customer service quality norms, by branch, region, province, as well as on a national scale
  • Results :
    • A better overall view of the quality of the service offering
    • We were able to simplify interpretation of survey data
    • This application became a facilitator toward offering targeted bonuses or training sessions

Customer Relationship Management

  • Objective :
    • Track client relationship activities, increase efficiency of follow-up and sales of financial consultants and planners
  • Results :
    • Set-up and follow-up of sales activity between each financial consultant and planner and potential clients (data may be exported to many different hierarchy levels)
    • Significant increase in revenues linked to sales
    • Heightened sales tracking efficiency of the financial consultants and planners

Customer movement management server application

  • Objective :
    • Automate the management of client movement within the country via a dedicated server application
  • Results :
    • Automatic transfer of customer accounts from one financial consultant or planner to another, eliminating the need for a resource-draining manual system
    • Significantly increased transaction
    • Automatic re-transmission of PDF reports to various hierarchy levels

Sales objectives tracking system

  • Objective :
    • Track sales evolution according to fixed objectives for each financial product financier
  • Results :
    • Real-time posting of information regarding sales objectives
    • Re-definition of strategies according to data
    • Increase in sales efficiency across 400 users
    • Creation of coaching and incentive tools for employees
    • Exportability and synchronisation of data to many different hierarchy levels

Management of survey results

  • Objective :
    • Develop and use boards indicating quality of client services, using initial survey results
  • Results :
    • Better interpretation of survey results
    • Improved performance tracking
    • Production reports by branch, by region