Why Engage Us at All?

Return on Investment

Some clients engage us simply to get a realistic assessment of their current sales priorities or to build the sales skills of salepople in select selling roles, but most engage us to increase their net income. On average, our clients increase their net income per FTE at a rate three times faster than the industry norm.

To justify your investment in a sales and service initiative, you want assurance that you’ll earn a strong return on that investment. Most of our clients not only achieve major increases in sales productivity, but they also improve customer and employee satisfaction and grow their profitability.

Most of our clients recover their entire investment with the annual earnings on incremental sales within 90 days of completion of their initial training initiative. First Commonwealth Bank saved $2,000,000 in incentive costs the first year as a result of our assessment recommendations.

Here are some examples of actual client results:

Client Impact on Earnings
A $30 billion regional bank in Alabama Increased total products sold across 400 branches by 100% in one year.
A $2.2 billion diversified financial service group in Puerto Rico 38% increase in commission and fee income and achieved top five ranking in earnings among large banks twice in five years.
A highly profitable $7 billion regional bank in Pennsylvania $2 million in cost savings on corporate reorganization and sales compensation plan and 41% increase in pre-tax net income per FTE.
A $3 billion federal credit union in New York state Increased sales productivity by 40% while improving ROA from .86% to 1.11% and member satisfaction from 92% to 96%.
A $440 million credit union in Missouri Increased the percentage of checking households with 3 services from 22% to 82%, and net income per FTE from $9,500 to $13,300.
A $1 billion credit union in Ohio Increased ROA to 23 basis points over peer group while improving member satisfaction from 88% to 95%.

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