Defining the target vision for a private bank's distribution network
Context
As part of the development of its Strategic Plan, our private banking client wishes to define the target vision of its distribution network to best serve its strategic ambitions.
Objective
Define the target vision for the private banking distribution network to serve the ambitions of the Strategic Plan, and draw up the associated roadmap.
VERTONE contribution
- Diagnosis of the distribution network around key themes: sales strategy, network meshing, sales force organization, sales performance, sales leadership and management, compensation and incentive arrangements, training arrangements / support for employee development.
- Definition of the target vision for the distribution network through collective workshops prepared and led by VERTONE:
- Strategic positioning
- Ambitions and business objectives
- Areas for development of the territorial network
- Branch organization and working with central support units
- Optimizing compensation and incentive policies
- Sales and marketing management system
- Support for skills development and career paths
-
- Defining the roadmap for implementing the target vision
- Formalization of the target vision for validation by General Management, then sharing at a seminar attended by the entire network.
To find out more, contact our team
