Vega
Sales & Revenue Cockpit
Vega ist ein bahnbrechendes Revenue & Sales Cockpit mit folgenden Funktionen
- Team and RM Performance Management
- Sales & Produktkampagnen
- Kundenbuchsicht zur Unterstützung der Buchplanung
- Holistische 360° Sicht auf den wirtschaftlichen Kunden, inklusive
- Anzeige aller Ertragstreiber pro Kunde (bspw. Durchdringung diskretionäre Mandate, Rabatte) und
- Abweichungen gegenüber dem jeweiligen Benchmark
- Integrated workflow for data-driven client development
Our Vega prototype runs with a dataset 10k sample clients and is fully interactive. Relationship Managers (RMs) and team heads can quickly identify deviations from the benchmark and drill down to the root cause at the client level. Vega identifies personalized opportunities to address performance gaps for specific clients and ensures a seamless workflow that efficiently closes the loop between sales management, line managers and RMs.
Typische Fragen, die beantwortet werden:
- Which clients represent the best upside potential of an RMs book?
- Which clients should be contacted first to promote suitable services such as discretionary mandates?
- Welche zusätzlichen Erträge konnten mit der jüngsten Investment-Kampagne realisiert werden?
- How can I consistently maintain a strategic approach to develop my client base?
- Which discounts should be reviewed with high priority?
- Which advisory clients have not been contacted in the last months?
