This industry has led the way in introducing mobile devices to their sales teams. They’ve learned to migrate their compliance training, product updates, sales management process and marketing collateral all onto the tablet while reducing costs. Playbook™ software has emerged as one of the leading edge solutions to maximize the return on these investments.
With more intense regulation and stronger competition, the challenge is to build a deeper, multi-product relationship with customers. We help our clients refine their customer experience, provide more valuable advice and win more business. We have years of experience working with leading wealth management, retail banking, telephone banking, small business banking, insurance and card products.
Retail continues to transform. Customers expect a consistent, informed and helpful experience whether they are shopping in person, by telephone or online. There is a new generation of employee who is mobile-savvy and socially-connected, but in need of the skills and coaching to add real value to these customers. Our clients call on us to equip their teams with reinvented sales and service strategies. We draw on their existing knowledge and tools, and provide fresh approaches that align with new brands or retail concepts.
The Client Counsel’s story began when we asked ourselves two questions:
What will happen to customer experience as people become more mobile enabled?
Could we deliver improved results and better experience if strategies for devices, customer experience and learning were combined?
New customers are armed with information and opinions about you before they start to buy. Today, there is a third-party joining almost every sales conversation: the device. Your sales team may be sharing information on a device, or your customer may be asking about something they have learned. How your team rises to this challenge, leverages the third-party and persuades your customer is a critical challenge. We help our clients learn to sell and provide superior service when this third-party is present.
Your existing customers expect more from you. When they seek advice, they want you to do more than provide information and ask good questions. They want you to go deeper, be engaged and add valuable insight to their business. We help our clients have more engaged, value-added conversations with their customers, and differentiate themselves from the competition. You already have best practices – we help you share them (on-the-job or by video) in fresh, imaginative ways.
You do not need to buy new courses or more training. You need to ensure your talent can execute, sustain and differentiate themselves. We work with you to create powerful Red Team simulations that are customized to your business priorities. “Red Team” is a proven methodology where an independent group that seeks to challenge an organization in order to improve its effectiveness. Our Red Teams refine your customer experience, and provide powerful insight into the opportunities you are missing within key customer segments.
Thinking that you want to provide your team with new devices? Worried that they might not use them to their full potential? You have so many resources (compliance, learning, sales tools, product knowledge, marketing collateral) that can be leveraged in new ways. There is a huge opportunity to get this right. Don’t leave it to chance. The Client Counsel offers leading edge software that allows you to rapidly create a custom ecosystem to enable learning, product knowledge, compliance and conferences. Click here to learn more about Playbook™.
ways we can
Our clients tell us that we’re very serious, practical …. and fun. You will find us at the table alongside the big consulting firms …. they do the plans and analysis, and The Client Counsel creates the practical solutions that enable employees to deliver sales, exceed at service, solve problems and identify new opportunities.
Great customer experience blends the science of sales and service with the art of imagination and play. Your customers expect you to be ready to play at their level and on their terms. There is a new generation of customer, and they are armed. Are you ready to play?
today's world is
our work delivers measurable
Accelerate the speed to competence for new hires
Prospect and win new clients
Deepen share of wallet with existing clients
Reduce costs for sales conferences
Improve the consistency and impact of coaching