Vega
Sales & revenue cockpit
Vega is an industry-leading revenue & sales cockpit that features
- Team and RM performance management
- Sales & product campaigns
- Client book view to support book planning
- Holistic 360° view for each economic client, including
- Display of all revenue drivers for the client (e.g. discretionary quota, discounts) with
- Highlighted gaps in corresponding benchmarks
- 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.
Typical questions covered:
- 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?
- What is the impact of the latest investment product campaign?
- 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?
