In its capacity as a transformation manager, BSP. accompanied an international private bank through the implementation of new documentation standards in KYC (Know Your Client), as required by current regulation. The goal? To establish a new risk culture in front office. In order to ensure its sustainability, this involved more than just the implementation of new processes and tools.
Thanks to BSP.’s “train the trainer” approach, a new advisory approach was successfully introduced throughout Switzerland. Thematic advisory service, which is provided in close consultation with the client and therefore better suited to the client’s specific needs, complements the existing comprehensive advisory approach perfectly.
Working closely with CSS, BSP. developed and implemented a management development program. This contributed to impressive growth in new clients. At the same time, the satisfaction of existing clients has been significantly increased over the last four years.
While the sketches of damage of Die Mobiliar may imply that humor underlies much of what the company is about, the company’s sales success in the area of corporate clients is the result of systematic training, ongoing process optimization, and the strong involvement of managers.
More comprehensive advisory work – this was the goal for Vaudoise. Thanks to BSP., the managers of the German-Swiss sales organization were fully empowered to sensitize their sales representatives more strongly to the importance of comprehensive advice. With this approach, clients benefit from comprehensive solutions, while Vaudoise benefits from long-term client satisfaction and business growth.
Here we were able to draw fully on our expertise in the implementation of management and sales processes. Our focus was to empower the agency staff to display greater creativity, needs orientation and negotiating mastery in the sales process. The result? A new sales driven culture was established with significantly better sales results.