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