Add & Retain high Value and High potential Value Customer
por Berith Siemers
1. Add and retain high value customer
2. Wells Fargo Case
3. Increase Revenue Per Customer
4. Fiancial Perspective
5. Customer Perspective
6. Internal
7. Increase revenue per customer
7.1. Cross-sell WF products and services
7.2. Grow revenues from non branded sources
7.3. Increase fees and balances
8. Investment into new services
8.1. Blockchain
8.2. Trading platform
9. Learning & Growth
9.1. Personalization capabilities / big data
9.2. Continuous Improvement
9.3. Sales Functionalities for Up- Crossselling
9.4. Retention / retrieval strategies for lost clients
10. Reduce Cost Per Customer
11. Grow revenue
11.1. Maximize Profit
11.1.1. Reduce cost per customer
11.1.1.1. Migrate WF customers to OFS
11.1.1.2. Increase online activity
11.1.1.3. Increase customer base to spread fix cost
12. Personalized offers / knowing customer needs
12.1. Increase product / service offering
12.2. Sales&Marketing via various channels
12.3. Improve customer service
13. Reduce cost through efficiency gains
13.1. Regular review activities
13.1.1. Tight control of spend via KPI's / BSC
13.1.2. Eliminate Waste
13.1.3. Internal process optimization