A large financial institution had a predominantly reactive approach to dealing with problems encountered by their corporate clients.  They required the design and development of a customer strategy to keep these clients from switching their policies to the competition.

We fully implemented this solution from scratch, including strategy, marketing, process design, management information and systems development, employee recruitment and training programmes.

The success of this implementation was abundantly clear: 100% customer retention year on year – worth millions in income to this financial institution.