Return on Investment
To justify your investment in a sales and service initiative, you want assurance that you’ll earn a strong return on that investment.
Direct return on investment based on increases in sales productivity exceeds 760% for most of our engagements. However, our financial impact is typically more far reaching than increases in sales revenue.
Most of our clients also experience substantial reductions in expense, increases in customer and employee satisfaction, and improvements in the profitability of what is sold. As a result, we believe increases in net income per FTE is a better measure of our financial impact.
For the past three years, our clients, on average, have increased their net income per FTE at a rate of six times faster than the average increase for all banks and credit unions nationwide. Here are some samples 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 $30 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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