The current trend toward low rates in the financial market requires consulting on savings with more of a focus on unit-linked accounts. The company was looking to rally its sales team behind this key objective and take the opportunity to transform sales training.
salespeople trained
improvement on KPI for unit-linked acounts
satisfaction with new
digital training tools
Involving managers at the earliest possible stage to track improvements in their teams’ attitude before tackling a blended-learning programme. This led into micro-learning to raise awareness, followed by practical workshops then mobile-learning reinforcement. In one year, the product mix was completely transformed to focus on unit-linked accounts.
EN
LATAM
ASIA
