Maximizing Gains & Adapting to Change
Digital Platforms are Driving Sales & Coverage Realignment
The banking industry faces enormous change in the age of digitization. These technologies have helped them evolve and innovate exponentially, creating a high potential for gains for B2B bank relationships and retail banking.
Digital platforms facilitate faster sales cycle times and drive coverage realignments for customer-facing roles. However, coverage models now include new virtual client and prospect interactions. As a result, performance expectations, goals and traditional incentive plans that drive these new required behaviors must be intelligently modified.
Alexander Group helps financial Industry clients develop the strategy, structure and sales organizations that drive growth and align with business objectives.
How We Help
- Determine the strategic, structural and management levers critical for profitable revenue growth: Prioritize customers in each segment to identify the most profitable market segments and the most effective strategies to target those segments.
- Establish the optimal organizational structure across segments, including complex teams: An efficiently functioning organizational structure will meet customers’ demands to improve communication, maximize performance and increase efficiency.
- Define the roles, tools and enablement that are needed for digital channels: Having a robust digital channel is critical for success. Start by defining the roles, tools and enablement needed for digital channel efficiency, including providing enhanced CX and reaching a wider audience.
- Determine how many commercial resources are required to stay competitive: Organizations should evaluate the efficiency and effectiveness of their commercial resources. In addition, they need to determine the correct number of resources necessary to win against the competition or launch a new product.
- Ensure goals and incentive compensation plans align with sales strategy and best practices: Align strategy, goals and compensation plans to ensure your sales teams are motivated and driven to succeed. Best practices and industry benchmarks provide guideposts to develop your sales compensation program.
Related Insights
Participate in Our Research
Open Opportunities Briefing Offers- 2024 Banking Incentive Compensation Survey Alexander Group’s 2024 Banking Incentive Compensation Survey Briefing includes responses from over 50 U.S. banks, providing valuable insights into the industry’s best practices for incentive compensation.
- Digital Go-to-Customer Study Discover the industry trends, insights and frameworks on the digital impact on revenue growth, as well as recommendations for increased sales performance and growth in a digital environment.
- Digital Insights Study Digital means changing how companies engage with customers and enable their commercial teams. Determining where and when your customers interact with your products and solutions can impact your organization’s digital maturity and where to guide your investments.
- Marketing Insights Study Over 150 marketing executives were interviewed to determine the marketing initiatives being prioritized to maximize customer lifetime value. From marketing roles and resource allocation to marketing mix, channels and spend, get the latest insights on where marketing leaders are investing to advance their organization’s marketing maturity.
- Revenue Operations Survey Over 200 executives in sales and revenue operations were surveyed across Business Services, Financial Services, Manufacturing and Distribution, MedTech, Health and Wellness, Media and Technology to determine the leading practices of world-class revenue operations organizations.
- Sales Compensation Hot Topics Survey Over 350 sales compensation leaders across seven industries provided insights on key sales comp topics including costs, quota planning and attainment, profitability, AI’s impact on comp, global comp practices, marketing comp practices and client/deliver services comp practices.
- Shifting Demand Generation Investments for Top Performance With macroeconomic factors and profitability pressure on the rise, firms today face the dilemma of allocating limited resources between different channels and initiatives. Determining the most effective and efficient investment strategy requires careful analysis and understanding of target markets, customer preferences and staying ahead of the curve with industry best practices.
- Talent Management Strategies to Enhance Customer Experience Financial services companies that invest more in their employee engagement programs realize a 20% uplift in how their customers rate interactions with their commercial team. Leaders achieving profitable growth have developed effective strategies to support employee engagement programs. Discover the five principles these firms have implemented to enhance their talent management strategies.
Upcoming Financial Services Events
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B2B Marketing: Marketing, Product & Digital Strategies for Growth
Virtual RoundtableGenerating demand, driving conversion and enhancing customer experience are key marketing objectives for growth. But which marketing, product and digital resources and investments should be made to achieve these goals?
Join your colleagues for a B2B marketing virtual roundtable where Alexander Group marketing services practitioners will explore recent insights and data on the five marketing growth plays for commercial excellence generated from a survey with 200+ marketing leaders and 35+ interviews with B2B marketing executives.
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Tuesday, February 18, 2025
10:00 a.m. – 11:00 a.m. EST -
Virtual
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Revenue Operations Symposium
VirtualThe Revenue Operations Symposium provides the latest research, trends, practical examples and best practices on key topics to evolve and adapt RevOps functions:
• Provide insight and drive processes that increase commercial team productivity to grow existing and new business
• Enhance customer experience and revenue potential through cross-functional operations
• Provide advanced analytics that use forward-looking data to drive decision-making for commercial teamsAttendance is complimentary. Event details, speakers and agenda to come soon.
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Wednesday, March 12, 2025 –
Wednesday, March 12, 2025 -
Virtual
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Women Revenue Leaders Forum
St. Regis Hotel, Chicago, ILJoin hundreds of women senior sales, marketing, commercial and operations leaders to share stories of transformation, connect 1:1 virtually, and take away actionable ideas.
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Tuesday, April 29, 2025 –
Wednesday, April 30, 2025 -
St. Regis Hotel, Chicago, IL
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Marketing Symposium
New York, NYExclusively for B2B marketing executives, the B2B Marketing Symposiums create an innovative space for leaders to network and contribute skills, knowledge and experiences across B2B marketing practices including:
• Marketing archetypes
• Customer segmentation and targeting
• Customer persona profiling
• Opportunity modeling
• Demand generation
• Modernizing product commercialization
• Generative AI for marketing
• Revenue attribution
• Marketing ROI
• And more!Attendance is complimentary. Event details, speakers and agenda to come soon.
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Tuesday, June 10, 2025 –
Tuesday, June 10, 2025 -
New York, NY
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Marketing Symposium
London, UKExclusively for B2B marketing executives, the B2B Marketing Symposiums create an innovative space for leaders to network and contribute skills, knowledge and experiences across B2B marketing practices including:
• Marketing archetypes
• Customer segmentation and targeting
• Customer persona profiling
• Opportunity modeling
• Demand generation
• Modernizing product commercialization
• Generative AI for marketing
• Revenue attribution
• Marketing ROI
• And more!Attendance is complimentary. Event details, speakers and agenda to come soon.
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Thursday, June 12, 2025 –
Thursday, June 12, 2025 -
London, UK
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Sales Compensation Symposium
VirtualExplore the latest trends, share ideas and experiences, and network with your peers at the #1 event for sales compensation professionals!
Sales Compensation is a convergence accelerator—it brings together organizational structure, jobs, processes and metrics to deliver faster ROI and customer value. Leading firms use sales compensation as a strategic advantage by defining strategy, managing success metrics, assisting with change management and ultimately providing continuous improvement tactics.
At the Sales Compensation Symposium, you will engage with sales comp colleagues and experts through keynotes, panels and workshops. The Sales Compensation Symposium provides the latest research, trends, practical examples and best practices of sales compensation governance, design and administration.
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Tuesday, August 5, 2025 –
Tuesday, August 5, 2025 -
Virtual
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Sales Compensation Symposium
San Francisco, CAExplore the latest trends, share ideas and experiences, and network with your peers at the #1 event for sales compensation professionals!
Sales Compensation is a convergence accelerator—it brings together organizational structure, jobs, processes and metrics to deliver faster ROI and customer value. Leading firms use sales compensation as a strategic advantage by defining strategy, managing success metrics, assisting with change management and ultimately providing continuous improvement tactics.
At the Sales Compensation Symposium, you will engage with sales comp colleagues and experts through keynotes, panels and workshops. The Sales Compensation Symposium provides the latest research, trends, practical examples and best practices of sales compensation governance, design and administration.
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Thursday, August 7, 2025 –
Thursday, August 7, 2025 -
San Francisco, CA
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Sales Compensation Symposium
Minneapolis, MNExplore the latest trends, share ideas and experiences, and network with your peers at the #1 event for sales compensation professionals!
Sales Compensation is a convergence accelerator—it brings together organizational structure, jobs, processes and metrics to deliver faster ROI and customer value. Leading firms use sales compensation as a strategic advantage by defining strategy, managing success metrics, assisting with change management and ultimately providing continuous improvement tactics.
At the Sales Compensation Symposium, you will engage with sales comp colleagues and experts through keynotes, panels and workshops. The Sales Compensation Symposium provides the latest research, trends, practical examples and best practices of sales compensation governance, design and administration.
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Tuesday, August 19, 2025 –
Tuesday, August 19, 2025 -
Minneapolis, MN
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Sales Compensation Symposium
New York, NYExplore the latest trends, share ideas and experiences, and network with your peers at the #1 event for sales compensation professionals!
Sales Compensation is a convergence accelerator—it brings together organizational structure, jobs, processes and metrics to deliver faster ROI and customer value. Leading firms use sales compensation as a strategic advantage by defining strategy, managing success metrics, assisting with change management and ultimately providing continuous improvement tactics.
At the Sales Compensation Symposium, you will engage with sales comp colleagues and experts through keynotes, panels and workshops. The Sales Compensation Symposium provides the latest research, trends, practical examples and best practices of sales compensation governance, design and administration.
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Thursday, August 21, 2025 –
Thursday, August 21, 2025 -
New York, NY
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Executive Forum
The Breakers | Palm Beach, FloridaJoin hundreds of senior sales, marketing, commercial and operations leaders to share stories of transformation, connect 1:1 virtually, and take away actionable ideas for how to align growth through convergence.
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Wednesday, October 22, 2025 –
Friday, October 24, 2025 -
The Breakers | Palm Beach, Florida
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Join our Banking Community
Alexander Group’s community enables leading executives to share insights and takeaways for immediate use. Participants engage with sales leaders in interactive discussions while gaining knowledge on best practices, pitfalls and challenges.
Practice Leadership
Alexander Group Can Help
Is your go-to-market strategy focused on sales productivity to ensure profitable growth?