The business customer segment is characterized by immense cross-selling potential in the business customers' corporate and private spheres. In practice, however, this potential isn't adequately exploited because banks often assume the role of credit provider, or are perceived as such. zeb/ uses structured and customer-oriented communication tools to ensure that business customer advisers can optimally exploit cross-selling potential.
From basic consultations to product sales - the introduction of our consultation types and consultation guides ensures the permanent optimization of your business customer advisors' customer relations.
Our services:
- We analyze your consultation type requirements (e.g. basic, strategic, rating, balance sheet or product consultation).
- Based on the results of this analysis, we design systematic consultation processes which meet all of the business customers' corporate and private requirements.
- This sensitizes business customer advisors to customer expectations and strategies and positions you as a 'sparring partner' to the customer. We provide you with optimized, marketing-oriented consultation preparation and follow-up concepts.
- Overall, this enables structured documentation and the transformation of marketing impulses into actual sales.