Banking

Maximizing Gains & Adapting to Change

Digital Platforms are Driving Sales & Coverage Realignment

The banking industry faces enormous change in the age of digitization. These technologies have helped them evolve and innovate exponentially, creating a high potential for gains for B2B bank relationships and retail banking.

Digital platforms facilitate faster sales cycle times and drive coverage realignments for customer-facing roles. However, coverage models now include new virtual client and prospect interactions. As a result, performance expectations, goals and traditional incentive plans that drive these new required behaviors must be intelligently modified.

Alexander Group helps financial Industry clients develop the strategy, structure and sales organizations that drive growth and align with business objectives.

How We Help

  • Determine the strategic, structural and management levers critical for profitable revenue growth: Prioritize customers in each segment to identify the most profitable market segments and the most effective strategies to target those segments.
  • Establish the optimal organizational structure across segments, including complex teams: An efficiently functioning organizational structure will meet customers’ demands to improve communication, maximize performance and increase efficiency.
  • Define the roles, tools and enablement that are needed for digital channels: Having a robust digital channel is critical for success. Start by defining the roles, tools and enablement needed for digital channel efficiency, including providing enhanced CX and reaching a wider audience.
  • Determine how many commercial resources are required to stay competitive: Organizations should evaluate the efficiency and effectiveness of their commercial resources. In addition, they need to determine the correct number of resources necessary to win against the competition or launch a new product.
  • Ensure goals and incentive compensation plans align with sales strategy and best practices: Align strategy, goals and compensation plans to ensure your sales teams are motivated and driven to succeed. Best practices and industry benchmarks provide guideposts to develop your sales compensation program.

Participate in Our Research

Briefing Offers

Upcoming Financial Services Events

  • Talent Development: From Super Seller to Performance Multiplier – Rethinking the Sales Manager Role

    Webinar

    June 23, 2026 | 2:00 – 2:45 p.m. ET | Virtual

    Sales managers are operating in an environment of constant change and increasing pressure, yet when top sellers are promoted into management, the job itself is rarely reset. Managers have new expectations to lead the team, navigate change and impact culture, but time is still spent deal by deal, leaving managers with no time for anything else. The result can be lagging team performance and stalled change adoption, driven not by effort gaps but by a lack of role clarity and talent development. Sales managers need a new way forward and the organizational support behind them to succeed.

    What You’ll Learn:

    In a guided interview with Alexander Group consultants and through real client examples and Alexander Group insights, you’ll examine how the sales manager role has expanded. We’ll make the business case for refocusing sales managers as one of the highest leverage investments organizations can make. You’ll see how the spearhead sales manager model reframes the role from super seller to performance multiplier, shifting focus from individual deal support to sustained team development and business impact. You’ll leave with specific actions you can take after the webinar to realign roles, expectations and enablement around sales managers.

    Why Attend?

    You will leave the webinar with:

    • A clear, research-backed point of view on how the sales manager role has changed, and how sales managers must lead differently today.
    • Concrete actions you can take as a leader or enablement partner, including how to clarify sales manager job priorities, put the right support structures in place, and develop playbooks that reinforce consistent execution.
    • Insight-driven guidance you can apply immediately, informed by data, research and real client work to help you better support frontline leadership.
    • Tuesday, June 23, 2026
      2:00 p.m. – 2:45 p.m. ET
    • Virtual
  • Sales Compensation Symposium: Virtual

    Industry Focus: All

    Revolutionize your approach at the #1 event for sales compensation professionals and all executives who care about sales comp. Designed specifically for senior executives, join industry peers and renowned experts to gain exclusive access to cutting-edge research, emerging trends, real-world case studies and proven best practices in governance, design and administration.

    • Tuesday, August 11, 2026 –
      Tuesday, August 11, 2026
    • Virtual
  • Sales Compensation Symposium: Chicago

    Industry Focus: All

    Revolutionize your approach at the #1 event for sales compensation professionals and all executives who care about sales comp.
    Designed specifically for executives in HR, Compensation, Sales and Revenue Operations that want to use sales comp more effectively.

    Industry Focus: All

    • Thursday, August 27, 2026 –
      Thursday, August 27, 2026
    • Chicago
  • Executive Forum

    St. Regis Hotel | Chicago, IL

    Join senior sales, marketing, commercial and operations leaders to share stories of transformation, connect 1:1 virtually and take away actionable ideas.

    • Wednesday, September 30, 2026 –
      Thursday, October 1, 2026
    • St. Regis Hotel | Chicago, IL

Join our Banking Community

Alexander Group’s community enables leading executives to share insights and takeaways for immediate use. Participants engage with sales leaders in interactive discussions while gaining knowledge on best practices, pitfalls and challenges.

Practice Leadership

Alexander Group Can Help

Is your go-to-market strategy focused on sales productivity to ensure profitable growth?