Industry: Financial Services

Client:

An operational division of a Fortune 100 bank.

Challenge:

The client wished to increase the effectiveness of their marketing and sales process. They were not the "owners" of marketing and sales, but their involvement in the process was essential to closing new business and keeping existing customers on board.

Intervention:

Wellesley Hills Group's consultant:

• Engaged a detailed analysis of the company's customer needs, competition, and capabilities
• Delivered the analysis to the client leadership and then to the entire client team
• Worked with his project team and re-vamped the client's brand strategy, sales strategy, and marketing communications vehicles

Results:

As a direct result of working with our consultant, the client now:

• States that their sales and marketing process has greatly improved and is positively affecting new client acquisition
• Reports that the division's whole view of marketing and sales has changed and become significantly more customer-focused, both externally and internally