Finance and Insurance

Segments

Finance and Insurance Solutions

  • Commercial management for an office director/regional/ director/commercial staff.
    • Defining annual/quarterly/monthly planning and follow-up processes.
    • Objective setting tools, campaign management and distribution of business activities of the whole office team.
  • Development of business pro-activity of the whole office network.
  • Management of change for individuals moving from Back Office to Front Office positions.
  • Tutoring management according to customer target groups (portfolio, key customers).
    • Definition of portfolio planning processes/tools (companies, individuals).
    • Action strategies with each client segment.
  • Development and training in the quality service model in offices.
    • Creation of quality processes and quality measurement indicators.
  • Knowledge management model of financial areas.
  • Preparatory Training for regional director, office director, financial consultants, assistant directors and commercial staff.
    • Development of training offices.
    • New role of the office director.
  • Training in the sale of financial products.
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