Crédit Agricole Bank and Insurance

The initial demand:

Enable the bank to personalize its sales experience

Understand the value of each bank product

Create tools to help improve sales experience


Our contribution:

Workshops including internal and external stakeholders  ( customers, front-line sales staff, regional and head office staff) to restructure products from a client standpoint  from a customer standpoint

Creation of a digital tool to improve understanding of products and their subscriptions 


The results:

Increased sales of all bank and insurance products

Self learning tools for the bank employees

Improved satisfaction and recommendation from the clients