What we do
Overview: How we help financial institutions compete
You may want new customers as well as grow your relationship with current business or retail customers, but are unsure as to how to reach them efficiently and persuasively. O’Connell Consulting can help you translate your financial goals into an action plan. We work with your brand, customer segments, product suite and promotional approach to produce solid results.
Some of the things our seasoned professionals can do for you :
- Attract new customers and new customer segments.
- Develop compelling promotions that attract profitable new customers who will stay with the bank and deliver the results you need.
- Train your customer contact people to be more productive in growing the bank.
- Get those brochures and other sales materials updated and done. Won't that feel good?
- Increase your profitability by enriching relationships and revenue from existing customers.
- Find out what motivates customers to join your bank and why they stay, and what would cause them to leave. In this case, knowledge really is power.
- Identify the keys to your customers’ satisfaction and loyalty so programs can be developed to make sure that the right things are delivered at all contact points.
- Use research to uncover what is really in the hearts and minds of your customers and prospects and the employees who support them.
- Design and execute customer retention and cross sell programs to increase the number of accounts while increasing profitability
- Review your current product suite to fine-tune offerings and identify opportunities – so that the products you offer are both profitable to the bank and attractive to today’s business and retail customers.
- Build on your strong service reputations – and your bank’s other strengths – to craft a message that will resonate with the marketplace.
- Build and deliver effective communications to the right people at the right time, to put you in control. We build communications for all your stakeholders, including your customers, prospects, media, Directors and shareholders, as well as your employees - to effectively motivate the right messages and service.
What we can do for you
- Marketing and strategic planning
- New product development; existing product evaluations and enhancement
- Internal and external communications
- Brand messaging and market position development
- Customer and market research
- Competitive analyses
- Customer development – upsell and cross-sell programs
- Direct marketing programs, including email and direct mail
- Sales training for front-line personnel and their coaches
- Sales and corporate materials development
- Public and media relations and communications
- Website design and development
- Database marketing
- Problem-solving
Our Approach
No pre-fab programs or canned approaches.
Your business isn’t like any other – and the solutions that will help you grow aren’t either. All programs are developed to fit your specific needs and take advantage of your unique opportunities.
They’re also very cost-effective (part of our real-world approach).
While we can’t make magic from a zero budget, we can make sure that you use every penny wisely.
Contact us to discuss your needs and to discover what we can do for you.
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