A SMB financial services firm was not meeting its sales targets with their at that time customer portfolio which didn’t allow them to expand their business.

How did we assist?

C&K conducted a relationship audit within members of the organization as well as a relationship audit with their customers which provided the necessary intel to create a cross-function team who developed and implemented a plan to significantly grow the majority of the accounts and share revenues relationship.

Did it work?

The company’s relationships significantly had operational changes starting within the organization resulting in a deeper and broader accounts relationship. The following year, they were able to gain new business and they are on their way to opening their second branch.