Our experience, Consultancy for financial institutions, Commercial management models

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Home > Our experience > Consultancy for financial institutions > Commercial management models

Banks customers seek personalised attention and a quality service adapted to their tastes and particular needs. Afi has developed a comprehensive range of consultancy products and services aimed at transforming the traditional product-based approach into a client-driven approach, the main objective of which is to generate value in each and every one of the relationships or transactions between the institution and the customer in order to generate sustainable increases in income, loyalty and wallet share ...

The services that we have developed include:

Streamlining and optimisation of branch networks and reorganisation of the commercial structure.
Strengthening commercial management: classifying customers into segments and portfolios, cross-selling programmes, early detection of disengagement and customer churn.
Incentive schemes and objectification of the sales force.
Adaptation to the regulations on financial advice and markets for financial instruments.
Design and installation of sales support tools: pricing and profitability simulators, recommendations of investment portfolios and financial calculators (loans, pension fund and retirement insurance contributions, investment funds ... ).

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