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.
Related Insights
Participate in Our Research
Briefing Offers- Banking Incentive Compensation Today, many banking incentive plans reward volume-based or other activity-based metrics, rather than deposit and loan quality that truly drives net interest income. This misalignment can be rectified by providing incentive plans that drive basis point spreads at group and incumbent levels. Alexander Group’s latest research and benchmarks show where prevalent comp plan misalignment comes from, plus what leading banks are doing about it.
- Marketing Insights Study Over 150 marketing executives were interviewed to determine the marketing initiatives being prioritized to maximize customer lifetime value. From marketing roles and resource allocation to marketing mix, channels and spend, get the latest insights on where marketing leaders are investing to advance their organization’s marketing maturity.
- Shifting Demand Generation Investments for Top Performance With macroeconomic factors and profitability pressure on the rise, firms today face the dilemma of allocating limited resources between different channels and initiatives. Determining the most effective and efficient investment strategy requires careful analysis and understanding of target markets, customer preferences and staying ahead of the curve with industry best practices.
- Talent Management Strategies to Enhance Customer Experience Financial services companies that invest more in their employee engagement programs realize a 20% uplift in how their customers rate interactions with their commercial team. Leaders achieving profitable growth have developed effective strategies to support employee engagement programs. Discover the five principles these firms have implemented to enhance their talent management strategies.
Upcoming Financial Services Events
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Executive Forum
St. Regis Hotel | Chicago, ILJoin senior sales, marketing, commercial and operations leaders to share stories of transformation, connect 1:1 virtually and take away actionable ideas.
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Wednesday, September 30, 2026 –
Thursday, October 1, 2026 -
St. Regis Hotel | Chicago, IL
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Talent Development: Change Is Coming in FY27. Are Your People Ready?
WebinarFY27 is bringing sweeping commercial, talent and AI-driven changes. The organizations that thrive will be the ones who get their people ready first.
Join talent development leaders at Alexander Group to uncover the changes reshaping launch planning, the hidden hurdles standing between you and a successful FY27 and a practical, battle-tested readiness framework to align your leaders, managers and sellers before the year kicks off. Walk away with best practices and the key actions your teams need to hit the ground running.
Why Attend?
Many organizations invest heavily in strategy while underestimating people readiness, which is required to execute any strategy successfully. This webinar will help you:
- Understand the commercial, talent and AI-driven trends shaping FY27 planning.
- Identify the critical talent, leadership and enablement actions needed to prepare your commercial teams for the next fiscal year.
- Learn how leading organizations successfully launch and adopt new priorities, strategies and processes.
- Assess practical actions to accelerate change adoption across leaders, managers and sellers.
- Reduce execution gaps that can undermine even the strongest commercial strategies.
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Tuesday, November 10, 2026
2:00 p.m. – 3:00 p.m. ET -
Virtual
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?