Adam Smith Awards 2016 Highly Commended Winner – First Class Relationship Management
The corporate finance team at this household name used to spend about a third of their working hours with banks and the boss wanted to know why. They implemented a bank relationship tracker to monitor bank engagement and improved their ROI considerably as a result.
This is an innovative approach Anita. Given some of the banks involved are clients of Microsoft what sort of reaction did you get from these banks? (10:52)
The personnel that the banks fielded for these meetings, are these the banks analysts, relationship managers, product specialists, business specialists, sector specialists? How did they face off against you as a client in terms of the personnel and level of seniority that they put forward for these meetings? (20:28)
How many banks does Microsoft with globally? (25:54)
Are you still spending a third of your time? If so, how is that time now being spent? (31:54)
Poll results
Are you spending too much time with your banks? (30:13)
Join our global community
Creating an account helps us to understand our community better, and tailor our content and events to suit your needs. You can unsubscribe at any time.
Creating an account helps us to understand our community better, and tailor our content and events to suit your needs. You can unsubscribe at any time.
Please enter the email that you signed up with below. If your email is
connected to a member account, we will send you a reset link.
This website uses cookies and asks for your personal data to enhance your browsing experience. We are committed to protecting your privacy and ensuring your data is handled in compliance with the General Data Protection Regulation (GDPR).