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Producing sales performance reviews at a French multinational retail bank

Providing a leading retail bank's branch management with key performance insights and personalized action plans.

The business impact

Personalized performance reviews for 2,000 branches
Sales performance improvement
Focus moved from analysis to action implementation & team management

The business challenge

Branch directors together with local cluster directors carry out sales performance reviews.

To improve the sales activity, the bank wants to harmonize performance analysis, translating indicators into clear and understandable messages, containing concrete action plans and suggestions.

The NLG solution

Yseop’s NLG solution helped to produce performance reviews based on monthly KPIs covering strategy, service quality and sales, including branches ranking, recommended sales action plans and sales news. Performance review are generated for 2,000 branches at branch and branch cluster level. The solution also provides sales action plans that are regularly refined according to predefined scenarios.

Branch directors can now focus on action implementation and team management instead of spending time on data analysis.

Yseop enables us to focus our discussions on action plans for the branch. Now we spend more time talking sales performance rather than analysing figures. It saves time for myself and my team. Branch director