Case Studies: Lombard Technology Services

Objective
Substantially increase cross-selling between companies offering financial services to the SME sector within the Group.
Target Audience
Commercial Manager of RBS (major UK retail bank with over 650 branches offering services to over 3.5 million personal and small business customers)
Solution
Creative incentive programme to appeal to demographic profile of target audience . incentive platform mapped sales processes, monitors performance and behaviour linked to real time reporting for an organisation of 500 people
Campaign targeted at senior Relationship Managers to raise awareness of products and services and encourage cross referral into bank client base
E-marketing drive for on-going contact to motivate and enthuse sales staff
Results, within a 2 month period, were way beyond our clients’ expectations:
- Converted 12 major new clients within the 2 month period
- Over 100 new business leads generated
- The project won The RBS Chairman’s Award for Best Sales Project
“We were aiming to influence a difficult group of people, the results of our campaign outstripped our highest expectations.”
UK Sales & Marketing Director, Lombard Technology Solutions
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