Case study

Digital sales optimization for a commercial bank

Situation

A commercial bank hired a consultancy to identify priority target consumer segments and improve digital sales – from lead generation to activation. Delivery Partners helped the consultancy with digital sales assessment, target segment identification, and enhancement of sales journeys.

Our work

Digital sales assessment and target segment identification:

  • Qualitative and quantitative analysis on lead generation, application and activation
  • Identification of target segments using internal and external data
  • Design and analysis of customer survey to identify “Moments of truth”

Designing customer journeys:

  • Overview of international best practices for digital application and onboarding
  • Development of acquisition flows, application form and digital application prototype

Results

Assessed digital sales from lead generation to activation to identify improvement areas, identified target segments and moment of truths to better reach consumers, leveraged best practices and digital capabilities to enhance digital application processes.