Benchmarks Web

Practical tools to accelerate performance improvement

Finalta benchmarking studies provide a fact-based analysis of your performance and practical recommendations based on proven international best practices

Annual benchmarking provides you with a unique management tool to objectively assess your performance against peers and quantify opportunities for improvement. Our best-practice cases illustrate how to close performance gaps and give you a roadmap to reach world-class performance while reducing the time, cost, and risk of change.

  • Digital and Multichannel

    Focuses on the digital performance of retail banks in a rapidly changing multichannel environment

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  • Sales Effectiveness

    Examines key indicators of sales productivity to identify opportunities to increase profitability

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  • Monthly Sales Tracker

    Delivers monthly sales dashboard of core retail banking products as well as the sales productivity of branch staff

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  • Customer Experience

    Benchmarks capabilities, processes, and performance in service delivery

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  • Branch Time-spend and Activity

    Analyzes how front-line advisors use their time and the effectiveness of their commercial activities

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  • CRM Effectiveness

    Evaluates opportunities to maximize the revenue potential of existing bank customers, by optimizing the performance of the CRM funnel

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  • Affluent Segment

    Analyzes the key drivers of revenue and efficiency to identify actions to manage and grow the affluent segment

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  • Small Business Segment

    Provides an in-depth diagnostic of the management, growth and financial performance of the small business segment

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  • Commercial and Corporate

    Assesses bank performance, sales effectiveness, service quality and channel activity for mid- and large- corporate clients

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  • >13
    YEARS BENCHMARKING EXPERIENCE
  • >250
    FINANCIAL INSTITUTIONS
  • >50
    COUNTRIES