Case Study
Optymyze Helps Leading Bank Improve Sales Outcomes, Leverage Referral Programs Effectively
www.optymyze.com Copyright © 2015 Optymyze. All rights reserved. Optymyze Helps Leading Bank Improve Sales Outcomes, Leverage Referral Programs Effectively Overview This U.S. bank is among the top 100 largest banks in the country, and pursuing growth through acquisition. Like most large banks, the organization has multiple business units, selling the entire range of banking products and services, including consumer products like home mortgages, auto loans, checking and savings accounts, and commercial customer products like small business loans and commercial real estate liens. With business growth and acquisitions, sales performance management processes such as sales compensation management and referral management, have become cumbersome. Most of these processes are manual, leadin