Omega Performance Resource Library

Point-of-View Papers - Sales & Service

A New Era in Retail Financial Services
Omega Performance Point of View Paper

The Profit Potential in Creating, Advancing, and Sustaining Customer Connections.

Did you know that 80% of consumers will never go back to an organization after a bad customer experience, up from 68% in 2006? Yes, that's right: 80%!

Omega Performance, performance improvement specialist to the financial services industry, has seven clear-cut strategies you can use today to create an outstanding customer experience—the key factor in winning and keeping customers.

A New Era in Retail Financial Services: The Profit Potential in Creating, Advancing, and Sustaining Customer Connections—written by Omega Performance's team of sales and service experts—tells you how to design an outstanding customer experience and deliver it successfully at all points of customer interaction. Examples from Omega Performance clients who have implemented our recommendations and improved the customer experience are included too!
Beyond Training
Omega Performance Point-of-View Paper
Building a Service and Sales Culture: A Practical Guide for Achieving Excellence in Today's Competitive Marketplace
Bridging the Gap
Omega Performance Point-of-View Paper
The Value in Integrating, Balancing and Creating Synergy Between Sales and Risk Management
Delivering Profitable Advisory Services: A Best Practices Approach
Omega Performance Point-of-View Paper
Financial advice is at a critical turning point. The demand for advice is steadily growing, while investment products that competitors offer become increasingly similar, if not identical.
Managing For Results: It's Not Rocket Science
Omega Performance Point-of-View Paper
A tried and proven methodical system will produce demonstrable results for your organization. The key to success lies with management at all levels and the practices they must adopt from the top down.