Case Study

Retail Bank Boosts Branch Product Sales

The client estimates that 60% of their employees are in front- line customer-facing roles, in particular bank tellers who provide direct service to the bank’s customers. The first goal was to improve the performance of their up-sell and cross-sell marketing programs by arming tellers with customized offers at the time of service, effectively turning tellers into sales agents. It was paramount to reduce technology risks by significantly modifying or replacing the application that serves as the foundation for teller activity across 1,500 branches.

Business Goals

  • Improve up-sell and cross-sell performance
  • Eliminate legacy application limitations
  • Increase immediate availability of real-time data
  • Drive unified strategy across 1,500 branches


  • Significant annual annual savings as a result of operational efficiencies
  • Increased revenue from up-sell and cross-sell performance
  • Legacy systems integrated with zero negative impact to teller operations
  • Improved sales performance for branch bankers


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