Perform.360 for Retail Banking

Setting rational sales expectations significantly improves the effectiveness of your sales team and your incentive compensation dollars, ultimately leading to an overall increase in sales. Better allocation of sales goals increases your likelihood of achievement and overall performance — stemming from a sales staff more motivated by realistic goals.

Empower your sales force to achieve more

Sales assessment and goal setting maximizes branch performance by establishing objectives that are specific, measurable and attainable. This module is driven by our extensive understanding of consumer behavior. By accounting for the specific set of opportunities and unique environmental constraints that intersect each sales point, our methodology brings focus to management in order to achieve their performance objectives.

Local knowledge provides a complete view of customer base, trade area characteristics, competition and performance metrics for every branch location.

Network analysis provides sophisticated summary reporting across branches and higher levels in the network hierarchy, which enables management to identify top performers, and flags branches that require attention.

The result? An effectively aligned sales force, marketing resources and branch potential that are well-positioned for success. All of this and more is available through desktop and web-enabled applications that allow for detailed analysis by central planners as well as easy distribution to branch staff.