modern sales in retail banking infographic

1
jçÇÉêå p~äÉë Ñçê R Éí~áä _~åâáåÖ qÜÉ RÉí~áä _~åâáåÖ tçêäÇ Ü~ë `Ü~åÖÉÇ Source: (1) Accenture, (2) PWC, CEB, (3) E&Y, (4) E&Y, (5) E&Y Start modernizing today: www.oracle.com/salescloud Copyright © 2015 Oracle and/or its affiliates. All rights reserved. of customers today consider their banking relationship to be transactional rather than relationship driven 1 TNB aêáîÉ p~äÉë ^Åêçëë aáÖáí~äI pçÅá~ä ~åÇ eìã~å `Ü~ååÉäë The single most common reason customers opened or closed accounts or services in the past year was the experience with their financial services providers… Are you prepared? 3 44% of customers who are very likely to recommend their bank opened new accounts or services in the past year 5 74% of customers with positive customer experiences are likely to refer a friend lê~ÅäÉ jçÇÉêå p~äÉë Ñçê RÉí~áä _~åâáåÖ Fast & Easy Quickly adapt and grow at a lower cost Pipeline-Building Identify hot leads and convert them faster Insight-Driven Recommend & personalize with 360-Degree client view and integrated analytics Collaboration Support team engagement, collaboration and referrals Mobile & Productive Manage accounts on any device, in any location, and at any time of banks consider a customer centric business model to be very important, but <20% are prepared for it 2 SMB of those who leave will actively discourage others from using that bank 4 QRB customers leave banks after a bad experience O áå R låäó lê~ÅäÉ `çååÉÅíë bîÉêó båÖ~ÖÉãÉåí ïáíÜ vçìê _ê~åÇ BANKS

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Page 1: Modern Sales in Retail Banking Infographic

jçÇÉêå=p~äÉë=Ñçê=RÉí~áä=_~åâáåÖ=

qÜÉ=RÉí~áä=_~åâáåÖ=tçêäÇ=Ü~ë=`Ü~åÖÉÇ=

Source: (1) Accenture, (2) PWC, CEB, (3) E&Y, (4) E&Y, (5) E&Y

Start modernizing today: www.oracle.com/salescloud

Copyright  ©  2015  Oracle  and/or  its  affiliates.  All  rights  reserved.    

of customers today consider their banking relationship to be transactional rather than relationship driven1

TNB=

aêáîÉ=p~äÉë=^Åêçëë=aáÖáí~äI=pçÅá~ä=~åÇ=eìã~å=`Ü~ååÉäë=

The single most common reason customers opened or closed accounts or services in the past year was the experience with their financial services providers… Are you prepared?3

44% of customers who are very likely to recommend their bank opened new accounts or services in the past year5

74% of customers with positive customer experiences are likely to refer a friend

lê~ÅäÉ=jçÇÉêå=p~äÉë=Ñçê=RÉí~áä=_~åâáåÖ=

Fast & Easy Quickly adapt and grow at a lower cost

Pipeline-Building Identify hot leads and convert them faster

Insight-Driven Recommend & personalize with 360-Degree client view and integrated analytics

Collaboration Support team engagement, collaboration and referrals

Mobile & Productive Manage accounts on any device, in any location, and at any time

of banks consider a customer centric business model to be very important, but <20% are prepared for it2

SMB=

of those who leave will actively discourage others from using that bank4 QRB=

customers leave banks after a bad experience O=áå=R==

låäó=lê~ÅäÉ=`çååÉÅíë=bîÉêó=båÖ~ÖÉãÉåí=ïáíÜ=vçìê=_ê~åÇ=

BANKS