by Mark Dix | Dec 3, 2015
Performance Management & Capability Frameworks Motivating Behavioural Excellence CHALLENGE As the FCA instigated RDR and industry wide “intense supervision”, Wesleyan sought to strengthen the ethical culture and behavioural alignment across their organisation. The...
by Mark Dix | Dec 3, 2015
Successful launch of RDR ready sales force Embedding a compliant, commerical Sales Process CHALLENGE In 2012, with RDR looming, a large UK life and pension company were looking to ensure their Direct Sales team (who operated in a high net worth client arena) were...
by Mark Dix | Dec 3, 2015
Defining Best Practice, Mapping Capability, Developing People Embedding OX Core CHALLENGE AXA Wealth Management sought to develop their people in to ‘one of the most effective relationship sales forces in the country’. AXA had begun to develop a competency framework...
by Mark Dix | Nov 30, 2015
Re-engineering the Sales Process in Telephony Sales Quality Conversations lead to Happy Intermediaries, Happy Consumers & a Happy Bottom Line CHALLENGE Prudential sought to increase revenue and market share within their intermediated market telephony sales...
by Mark Dix | Nov 30, 2015
Implementing a Division Wide Sales Process 1 Division, 1 Sales Process % Uplift in Product Sales % Increase in Profit CHALLENGE As a major British banking institution and a high street lender integrated their mortgage divisions, they sought to implement a division...
