Staffing and Training Support:

Offering non-traditional products and services to unbanked consumers requires potential changes in business hours, staffing models, customer experience, and the selling approach in the branch. We provide our clients with retail delivery best practices to meet the needs of unbanked consumers, including sales training on non-banking products, staffing profiles, and scheduling models for extended evenings/weekend business hours using part-time employees.

Performance Measurement and Benchmarking:

Implementing “retail” metrics and incentives is critical to banking the unbanked and underbanked market, including setting goals for key sales drivers, measuring progress, and rewarding success at the branch level. We offer our bank clients a performance management solution that includes a tactical branch goal setting process, a branch sales “dashboard” for key non-banking and banking products and drivers, and a performance measurement process to monitor progress. We also facilitate benchmarking studies across multiple banks to identify and foster industry wide best practices.