Financial
Services Industry

Selected Clients

Banking:

Bank Mandiri, Bank BCA, Bank BRI, Bank BNI, Bank BTN, Bank CiMB Niaga, Bank Maybank, Bank Syariah Mandiri, Bank Permata, Bank Danamon, Bank Bukopin, Bank Kaltim, Bank Jateng, Bank Jatim, Bank Bjb, Bank Papua, Bank Mizuho, Bank UOB

Multifinance:

Home Credit, Adira Finance, Mandala Finance, Pegadaian, Fifastra

Insurance:

Jiwasraya, Jasa Raharja, Taspen, Axa Mandiri, Mandiri Inhealth, Commonwealth Life, Aia Insurance, Asuransi Astra

Typical Client Engagements

Consulting

  1. Growth Strategy: Develop a growth strategy to ensure a brand’s long-term sustainability by rejuvenating marketing strategy for existing products and identifying new sources of growth.
  2. Marketing & Branding Strategy: Develop a customer-centric marketing strategy, including marketing communication plan and its activation programs by understanding market needs and behaviour and identify the best value propositions that suits the company profile & capabilities.
  3. Go-to-Market Strategy: Rejuvenate existing branding strategy in response to ever-changing market expectations and desires to boost competitiveness of a product or service
  4. Sales Force Development: Evaluate the implementation of existing sales force strategy and formulate improved strategy while composing tactical program for sales force. To monitor the effectiveness, we also create and manage sales competition as a tool to boost sales team aggressiveness.
  5. Service Blueprint Strategy: Develop a values-based customer experience design by identifying customer journey & pain points to provide the best experience and eventually boost company’s competitiveness in the market

Research

  1. Customer Satisfaction: Identify the satisfaction indices of product and services performance to identify opportunities for improvement.
  2. Customer Profiling & Behaviour Study: Identify the behaviour of target segment, their purchase behaviour, perceptions towards the brand, and other influencing factors to get insights for improving sales and marketing strategy and tactics.
  3. Net Promoter Score: Identify the net promoter score to gauge satisfaction and advocacy level.
  4. Employee Satisfaction & Engagement Study: Assess employee engagement towards the company to identify opportunity for improvement in managing the talent.

Training

  1. Sales Training: A series of sales trainings for multiple level of sales from the front liner to manager to equip them with sales skill set to support all the sales process, including prospecting, approaching, presentation, negotiation skills, etc.
  2. Service Training: A series of service trainings for multiple level of sales from the front liner to manager to equip them with service skill set to support all the service process, including service mindset, grooming, service excellence, handling complaints, etc.
  3. Converting Service to Sales: Develop the mindset, knowledge, and skill for service people expected to create sales in this competitive era.
  4. Position-based Training Program: Develop a comprehensive development program related to skill required for many level, such as new-entry level, staff/ officer, manager, and senior manager in a series of banking knowledge and soft skill.

Inquire about our Financial Services Industry

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