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Concentrating on the basics
MSR Consulting
E-Mail
Tel. +49 221 489 28-0
Fax +49 221 489 28-10

Financial Services

Today the financial services sector is facing major challenges. While they have to meet their clients’ desire for excellent services at moderate prices, they also have to manage shareholder demands.

They will be successful only if they consistently put their core values at the centre of their actions, allowing to inspire and mobilise the people they are addressing:

  1. Their customers – by delivering on the clearly defined services
  2. Their sales force – by defining ambitious as well as achievable goals and by granting the necessary support
  3. The staff – by giving them an inspiring and motivating vision of a company they want to be part of.

We support you in all areas that are important to your business:

  • Acquisition, development and long-term retention of lucrative customer segments. 
  • Set-up and development of productive sales channels aimed at profitable business
  • Implementation of lean and effective structures and processes which focus on the provision of customer benefits

Our focus

Financial Services: Market Research

  • Analyses of customer satisfaction, customer requirements and customer characteristics 
  • Introduction of customer oriented corporate management tools
  • Customer segmentation by demand and value 
  • In-depth analyses of critical factors for success as well as the current market position of major insurance companies 
  • Market-specific benchmarking (KUBUS)

Financial Services: Management Consulting

Development and implementation of strategies

  • Positioning in the market
  • Value oriented corporate management 
  • Implementation of mergers and acquisitions
  • Strategies to improve sales & distribution channels
  • Portfolio management of projects and initiatives

Sales Controlling

  • Set up of organisational structures
  • Commission structures
  • Value oriented sales management
  • Multi-channel-management
  • Broker management
  • Sales benchmarking (PROVE AO, PROVE Makler)

Customer Management

  • Customer value management
  • Target group management
  • Increase of customer care 
  • Customer friendly process improvement 
  • Development of customer specific sales approaches

Process Optimisation

  • Optimisation of claims management
  • Process benchmarking
  • Increase in efficiency

Financial Services: Implementation/Coaching

  • Coaching for managers
  • Implementation of agency programs
  • Implementation of train-the-trainer concepts
  • Training of corporate staff in customer value management techniques