Digital Sales
Performance Scan

The first step towards building the
perfect digital sales solution for
your retail bank.

Request your assessment

Assess your digital sales capabilities

While some retail banks still struggle to take the leap, digital transformation is no longer an option but a necessity – especially when it comes to delivering an outstanding first impression. That is, offering a seamless digital onboarding and product application experience.

That may seem overwhelming at first. Where do you begin? What do you need to prioritize? These are questions that our retail banking clients struggle to answer. But as your strategic partner in digital transformation, we’re here to help you every step of the way. 

That’s why we’ve created the Digital Sales Performance Scan: to help you identify the specific problem areas in your digital sales processes and gain a thorough understanding of your bank’s pain points, so you can sign up more customers and sell products with ease.

What you get from the Scan

Completing the Digital Sales Performance Scan gives you the following benefits:

  • Assess not one, but three different products: deposits, unsecured loans, and secured loans
  • Get a clear snapshot of the areas that result in a poor customer experience or low employee productivity
  • Get an actionable starting point to create a roadmap focussed on improving onboarding and product application
  • Discover how much money you’re currently leaving on the table 
  • Present compelling data points to get buy-in from your key stakeholders

How it works:

One of our experts will guide you through the Scan, which comprises a series of questions aimed at assessing the strength of your bank’s digital sales capabilities.

Step 1

Choose to assess deposit products, unsecured loan products, and/or secured loan products.

Step 2

The Scan assesses how you’ve set up your processes in the front office, risk & compliance teams, and back office.

Step 3

Upon completion, you’ll receive a heatmap that indicates where the root of the friction lies in your digital sales process, as well as a calculation of the potential ROI you can achieve from enhancing your digital onboarding and product sales experience.

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