One of the largest Mexican financial institutions wanted to improve its sales through building stronger relationships with clients. This meant shifting from a product-focused to a customer-focused mindset. To do so, the company recognized the need to increase its focus on Net Promoter Score (NPS), cross-selling, and market penetration. Bankers needed to be able to manage and prioritize their pipeline of current and new clients, and bring value to every interaction.
The bank partnered with BTS to co-create a two-day program addressing their Sales Representatives, and a three-day solution for their Directors. Both programs focused on improving proactivity in prospecting, generating sales cadence, and moving towards a more client-centric mindset.
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