From data to deals

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Why data-driven sales management is becoming a success factor for cooperative banks 

The changed customer, market and competitive landscape is opening up new opportunities for cooperative banks to service their customers in a more tailored, efficient and effective manner. Consistent data-driven sales management is a prerequisite for making customer potential transparent, increasing steering capabilities and making sound sales decisions.

Increasing competitive pressure, regulatory requirements and limited resources necessitate a strategic realignment of sales management. A modern approach to sales management combines clear target systems with data-based action incentives and consistent, cross-channel customer engagement.

The success of such an approach hinges on a common vision of the Executive Board and sales management, clearly defined responsibilities and the consistent use of data across all sales units. 

Read our white paper to find out how to strengthen collaboration between your sales units using clear structures and integrated channels to make your bank fit for the future! 

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Thank you for your interest. Please fill out the form to receive a link to the complete document (pdf) via e-mail. 

Note: The English version is only available as an extract.

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Feel free to contact us

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Thorsten Ströhl

Partner

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Celina Hain

Senior Consultant

Further reading

zeb is a thought leader in the financial services sector. Below you will find a selection of our current publications.

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Firmenkundenstudie englisch