Capitalising on Bank's sales opportunities

By Mary Pilecki, Senior Analyst, Forrester Research

As banks push for more sales to their existing customers, many will run into a serious problem: broken opportunity management processes (the handling of leads, referrals, and alerts). Banks need to improve these processes in four areas: developing customer-specific offerings, automating the distribution of opportunities, empowering and motivating sales staff, and widely communicating results.

This paper covers:

• Opportunity management needs an overhaul
  
• How to renovate opportunity management
  
• How to organise for opportunity management success

Download your copy of this paper now.

You may also be interested in watching the recent webcast How financial organisations can captialise on marketing and sales opportunies presented by Mary Pilecki and B.J. Morgan, director, segment management, Unica Corporation.