Banking & Finance

Amidst sweeping regulatory changes and advancements in digital – today’s Banking and Financial institutions are faced with significant pressure to uplift the customer experience, while simultaneously driving growth and reducing cost.

At Blackdot, we believe these challenges should be viewed as an opportunity to drive customer-centric growth – and that strong compliance, CX and innovation need not be mutually exclusive. Possessing deep local and international industry expertise, we can deliver a unique mix of strategy, people, process and technology solutions which create business models that differentiate on insight and experience to drive greater business outcomes.

Common initiatives we help with

Building a customer-centric, compliant frontline

Driving the strategy, rallying internal resources and retaining sales focus and performance in a compliant, needs-based sales environment

Building a customer-centric, compliant frontline

Gaining share of wallet within the tail

Leveraging technology to unlock value from legacy or lower-volume customers at scale

Gaining share of wallet within the tail

Identifying market ‘sweet spots’

Prioritising the segments where growth opportunities align with your strengths, and setting up the organisation to win

Identifying market ‘sweet spots’

Differentiating key offerings

Developing unique, compelling and market-tested value propositions that deliver enhanced ‘cut-through’ and relevance

Differentiating key offerings

Shifting to centralised digital lead generation

Lifting the profile of marketing, and making the transition from a relationship-based selling model to a centralised digital lead generation engine

Shifting to centralised digital lead generation

Evolving the sales operating model

Optimising the mix of specialist vs. generalist, and face-to-face vs. inside sales roles, to facilitate effective and efficient customer interactions

Evolving the sales operating model

Integrating marketing, sales and service execution

Enhancing customer-centricity by establishing more integrated ways of working between marketing and frontline Bankers

Integrating marketing, sales and service execution

Building the ‘Banker of the future’

Equipping sales managers with the critical capabilities and evolving the frontline to deliver a more seamless customer experience

Building the ‘Banker of the future’

Success stories

Adapting to the Digitally Empowered B2B Buyer
Resources

Adapting to the Digitally Empowered B2B Buyer

Digital has changed fundamentally how B2B customers buy, bringing both opportunity and unprecedented complexity for marketing and sales organisations.

Unlocking Sales Manager Coaching Impact
Resources

Unlocking Sales Manager Coaching Impact

Understand what Best Practice coaching looks like to accelerate frontline salesperson development and performance.

Case study

A New Operating Model to Capitalise on the Biggest Opportunities

Blackdot helps one of Australia's largest banks enhance role clarity and focus on key market segments.

Case study

Adoption of Sales Best Practices Drives 10% Increase in Market Share

Blackdot helps a leading Australian bank develop a new sales process and performance management program to significantly boost revenue.

Case study

Developing the Skills to Out-Sell the Competition

Blackdot helps a leading financial services company enhance their frontline sales effectiveness to win new clients.

Case study

Extracting Value from Sales Management Forums

Blackdot helps a leading investment bank design and implement a new set of forums to enhance sales performance.

Case study

Identifying Frontline Behaviours that ‘Move the Needle’

Blackdot helps a nationwide insurance company assess frontline sales effectiveness and identify high-performing behaviours.

Case study

New Client Acquisition Focus Generates $1 Billion in New Sales

Blackdot helps a division of a leading commercial bank significantly change its sales process to win new clients.

Case study

New Cross-Selling Scheme Helps Generate 57% Uplift in Net Profit

Blackdot helps a global investment bank incentivise cross-selling and collaborative sales behaviour.

Any questions?

Chat to one of our experienced banking & finance specialists