Our Experience

To gain greater understanding of how we utilize our a3 Intelligence® initiatives to assess, align and achieve for our clients, please browse the following case studies on some of the most pressing financial service industry issues.

Profitability (#1)

Challenge

• Increase cross-sales base goal corporate-wide

Solutions

• Made evaluation program easy for employees to understand and master.
• Recommended and assisted in the creation and roll-out of a corporate-wide mystery shop based incentive program.
• Used employee focused incentive program to drive consistency with banks branch network.
• Introduced an annual competitor study to benchmark results against direct competitors in regional markets.
• Established a regional meeting format to discuss study findings.
• Participated in the global communication of corporate culture and baseline standards as client began its rapid growth phase.

Results

• Deposit base grew by 13%
• Earnings increased by 4.25%
• Customer cross-sales ratios increased by 38%

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