Banking & Finance

Amidst sweeping regulatory changes and digital disruption, today's banking and finance institutions are under significant pressure to enhance the customer experience, all while finding new ways to drive growth and profitability.

Blackdot can help you drive the end-to-end strategy, people, process and technology transformation required to successfully adapt and win in today’s banking and finance environment. Possessing deep industry experience, our team can deliver a unique mix of solutions to help you identify your highest priorities, mobilise marketing, sales and service transformation, measure results and accelerate growth.

Common Initiatives We Help With:

Building a Customer-Centric,
Compliant Frontline

Driving strategy, rallying internal resources and retaining sales focus and performance in a compliant, needs-based sales environment

Gaining Share of Wallet
with the Tail

Nurturing legacy customers by creating engaging omni-channel journeys, leveraging customer data, supported by tools and processes

Identifying Market ‘Sweet Spots’

Prioritising the segments where growth opportunities align with your strengths, setting up the organisation to be relevant and win

Differentiating Key Offerings

Developing differentiated, compelling and market-tested value propositions that deliver enhanced ‘cut-through’ and relevance

Making the Shift to Centralised Digital Lead Generation

Lifting the profile of marketing and making the transition from a relationship-based selling model to a centralised digital lead generation engine

Evolving the Sales
Operating Model

Optimising the mix of specialist vs. generalist and face-to-face vs. inside sales roles to facilitate effective and efficient customer interactions

Integrating Marketing, Sales
& Service Execution

Enhancing customer-centricity by establishing more integrated ways of working between marketing and frontline bankers

Building the
‘Banker of the Future’

Equipping sales managers and evolving the frontline to deliver more relevance and value to the customer experience

Success Stories

Adapting to the Digitally Empowered B2B Buyer

Adapting to the Digitally Empowered B2B Buyer

Digital has changed fundamentally how B2B customers buy, bringing both opportunity and unprecedented complexity for marketing and sales organisations.

Unlocking Sales Manager Coaching Impact

Unlocking Sales Manager Coaching Impact

Understand what Best Practice coaching looks like to accelerate frontline salesperson development and performance.

Success Stories

A New Operating Model to Capitalise on the Biggest Opportunities

Blackdot helps one of Australia's largest banks enhance role clarity and focus on key market segments.

Success Stories

Adoption of Sales Best Practices Drives 10% Increase in Market Share

Blackdot helps a leading Australian bank develop a new sales process and performance management program to significantly boost revenue.

Success Stories

Developing the Skills to Out-Sell the Competition

Blackdot helps a leading financial services company enhance their frontline sales effectiveness to win new clients.

Success Stories

Extracting Value from Sales Management Forums

Blackdot helps a leading investment bank design and implement a new set of forums to enhance sales performance.

Success Stories

Identifying Frontline Behaviours that ‘Move the Needle’

Blackdot helps a nationwide insurance company assess frontline sales effectiveness and identify high-performing behaviours.

Success Stories

New Client Acquisition Focus Generates $1 Billion in New Sales

Blackdot helps a division of a leading commercial bank significantly change its sales process to win new clients.

Success Stories

New Cross-Selling Scheme Helps Generate 57% Uplift in Net Profit

Blackdot helps a global investment bank incentivise cross-selling and collaborative sales behaviour.

Any Questions?

Chat to one of our experienced banking & finance specialists