Financial Services

Earning customer trust and loyalty is critical in the financial services industry. The only way to deliver on the brand promises you make to current and potential customers is to ensure that your employees or “Brand Ambassadors” are engaged and properly aligned. Activate Human Capital Group offers a unique combination of tools and consulting services designed to drive customer engagement, employee engagement, and financial results in the following sectors:

• Retail Banking 
• Wholesale Banking 
• Mortgage Lending 
• Insurance 
• Brokerage

A critical element of our approach is a focus on the branch/local store – the place where employees and customers interact. The financial results of the larger organization are completely dependent upon the daily interactions at the branch level. Maintaining brand consistency through aligned and engaged employees and high levels of customer engagement are the keys to exceeding shareholder expectations.

Along with our data-driven interventions, our employee and customer engagement survey tools can be counted on to increase profits and decrease turnover. Our consultants work with corporate staff and store/branch management to increase financial performance across all locations. We also assist in determining the talents required to select successful managers.

Areas of Focus:

• Employee Engagement 
• Customer Engagement 
• Turnover 
• Talent Selection 
• Strengths-Based Development 
• Productivity 
• Profitability

Contact Activate Human Capital Group to learn more about how we can help you and your organization exceed shareholder expectations.