Case Studies
The client - Financial services company
The challenge
Delivering the right advice at the right time to customers is a skill that this FTSE 50 financial industry leader has perfected over the years. With a focus on quality customer service and diverse product lines, this company has become one of the UK’s largest and most respected providers of financial services. The company recognized that it needed to replace its paper-based financial review process to ensure consistency in the quality of advice given to customers by its salesforce.
The solution
realtime built an electronic personal financial review used daily by its sales professionals which enables them to collect customer information at the point-of-sale and use the data gathered to automate personalized letter and financial report writing functions. Regular updates have been implemented to take account of new products, legislative changes and a new sales process.
The client - Share registration and BPO specialist
The challenge
Our client is a market leader in helping businesses deliver share plans and benefits to employers and customers. Their relationship managers and business development managers were not always capable of equally communicating the products and capabilities of each division. Sales messages were often being presented with inconsistent, incomplete, and even out-dated content which compromised the brand.
The solution
A company-specific presentation management tool was developed to ensure that the sales and marketing messages for each division were accurate and complete. While in the field, staff can select prepared presentation material, or cross-divisional content, customer testimonials, animated demonstrations and movies. An admin. interface allows the presentation to be personalized for the audience. Updates are delivered across the network so the presentations are always up to date, on brand and on message.
The client - Broadcaster
The challenge
Our client is the world’s largest broadcaster. A requirement within the Monitoring Unit to re-group and to define a recent Change Programme into a coherent and motivational vision for the future.
The solution
A DVD to communicate and celebrate the unique skill-sets of both the people and the technology that interplays at the corporation. The DVD was shown to internal staff and to stakeholders to demonstrate how the Monitoring Unit works – dovetailing all its people and technology – to deliver unrivalled analysis of news events, showing the effectiveness and value of the different talents and departments working together.
As well as demonstrating how a story is received, analysed, edited and reported the drama is dissected by a well known news “heavyweight”, Foreign Affairs Editor, John Simpson.
The client - Bancassurer
The challenge
This bancassurer’s introducer and client facing communication had been fragmented, ad hoc and highly localised. Across the main distribution channels, the challenge was to enable the sales teams to deliver customizable high impact presentations, while ensuring consistent branding and corporate messaging.
Traditionally our client’s marketing department had created and updates its sales presentations in PowerPoint. The senior sales and marketing team could not be certain the appropriate corporate message and branding was being delivered in each customer engagement since the sales team could randomly choose, change and remove slides at whim.
The solution
The creation of a coherent sales and marketing led presentation toolkit which would become the primary means of communicating product and service differentiation to both an internal and external audience.The toolkit was designed to deliver a consistent look and feel to point of sale presentations, be easy to update and readily draw in and utilise “bought and paid for” sales and marketing collateral to ensure the existing marketing spend was maximised and that content was always current and consistent with brand guidelines.
