The leadership team of a leading private bank, wanted to ensure higher sales productivity for their relationship and customer service managers and enable them to “sell through service” to the bank’s customers. To achieve this, the President of Retail Banking wanted the branch banking workforce to focus on increasing coverage, improving customer interactions and identifying opportunities to cross sell.
Relationship Managers &
Customer Service Managers
Types of gamification based on critical milestones
Learning journeys with customized microlearning content
Game-based microlearning with contextualized learning content on selling skills, based on the learner’s tenure
Access to responsive learning dashboard for their workforce that included learning adoption, leaderboards & skill gap analysis
Access & visibility to overall project
performance & progress
Contextualized based on tenure for
RM & CSM roles in branch banking
Increase in overall sales productivity
Increase in cross selling
Increase in client coverage