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Case Study 2: Streamlining Sales Origination - Banking Client

Overview:

● Goal: Use modern technology to enhance efficiency for customers applying for products in retail branches.


Quote:

"Advisors spent a lot of time using old software... we needed a solution and the benefits were clear days after the Go-Live." - Director of Front Line Effectiveness, banking client


Approach:

● Analyzed key product lines, systems, and branch processes for sales advisors.

● Documented current state and envisioned future improvements.

● Developed, tested, and deployed the Sales Origination Tool.

● Created support materials and conducted training for advisors.


Results:

● 80% increase in average processing speed.

● Employee satisfaction improved by 80%.

● Revenues grew by 10% within 6 months.


Conclusion:

The Odutayo Group excels at employing technology to streamline operations and boost revenues.


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