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YOUR SECTOR

Banking

In banking, the relationship is built between digital channels, the branch, and the advisor. A referral programme, benefits programme, or network engagement programme must be integrated into these journeys. We help you define the target audience, eligible events, and recognition criteria before choosing the mechanics.

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Distinguish between customer journeys and teams

  • Offer a referral programme with steps explained to the customer: invitation, initial contact, validation, and benefit allocation.
  • Build a benefits programme with access and conditions that advisors can easily explain.
  • Facilitate a network with objectives defined by population, taking into account each person's roles and responsibilities.

Specify what triggers recognition

A received request and a validated operation do not correspond to the same event. The framework specifies the transmitted statuses, validation deadlines, duplicates, and cancellations. Your business, data, and compliance teams define the applicable rules and responsibilities. The participant must be able to understand the status of their request.

Useful data at each stage

  • Origin of invitations and progress in the referral process.
  • Validated events, allocation deadlines, and reasons for ineligibility.
  • Activation and use of benefits according to the target audiences.
  • Cost of the system, support requests, and quality of information exchanged with the network.
Our achievements

Client case studies in your sector.

A challenge AXA Banque to support the sale of banking products in branch and brokerage networks.

Programme Caisse d’Épargne mobilizes its Corporate account managers around seven products and shared objectives.

Vousfinancer motivates its teams and rewards business introducers across its network of agencies.

FAQ

Your questions. Clear answers.

How to organize a referral programme for bank customers?

The process must clearly distinguish between invitation, initial contact, validation, and awarding of the benefit. We work with your teams to define the eligible events and the statuses that can be transferred to the programme. The customer must understand the remaining steps before their referral is validated.

How to integrate bank branches and digital channels into the same programme?

The framework clarifies the role of the advisor, the digital process, and the teams that validate events. It identifies the common information needed to track a request without confusing contact received with a validated transaction. The explanatory materials then provide the network with consistent guidelines to direct customers.

Can we distinguish between customer benefits and team motivation in banking?

Yes, these programmes address different objectives and target different groups. A customer programme organizes access to benefits or referrals, while team motivation defines objectives tailored to the roles of the teams. We establish separate rules and processes with the appropriate contacts.

What indicators should be tracked for a bank benefits or referral programme?

The tracking distinguishes the origin of invitations, validated events, beneficiary activation, and benefit utilization. Allocation time and reasons for ineligibility shed light on the quality of the experience. The cost of the programme and requests for assistance complete the analysis of participation.

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Consulting, data and programme management

The programme begins with the right questions.

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Let’s grow your relationships.

An ambition, a challenge, an idea? Let's talk about the programme that will move your clients and teams forward.

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