Sales
Processes
HR & Recruitment
Research & Analysis
Finance & PayrollRecruiting and training sales advisors in a short time.
Managing a large, distributed network of points across multiple locations.
Case Study
Financial intermediation for one of the leading banks in Poland
For over a decade, we have been managing a network of sales stands in shopping malls, operating on behalf of an international financial group. We recruit and train advisors, handle HR and payroll operations, and maintain sales standards. This gives the bank’s customers fast access to financial products in a convenient, modern format.
Cooperation period: from 2014 to present
Industry
Banking and finance
Scale
One of the largest banks in Poland, serving over 4.5 million retail customers
Business need
Organising and managing a network of financial product sales points
Area
Challenges
Organisational
Operational
Ensuring consistent customer service standards across different cities.
Maintaining quality control and sales performance with a large team.
Legal and regulatory
Complying with labour law and financial sector regulations.
Ensuring alignment with banking procedures and GDPR.
Relationship and reputation
Maintaining a high level of customer service while operating on behalf of the bank’s brand.
Building customer trust in a sales channel outside traditional bank branches.
Technological
Working with the bank’s IT systems with limited data access.
Integrating operational tools supporting sales monitoring and reporting.
Solutions
Efficient recruitment and onboarding
We designed a recruitment and training process that enabled fast staffing of all sales points with competent advisors.
Standardised customer service
We created unified procedures and conversation scripts, ensuring a consistent customer experience regardless of location.
Full regulatory compliance
We implemented processes aligned with financial sector requirements, GDPR, and labour regulations, minimising formal and operational risk.
Representing the bank’s brand
We established communication standards and a service culture that build customer trust and protect the institution’s reputation.
Effective sales team management
We introduced a real-time reporting system that supports motivation and performance control across the entire network.
Ongoing monitoring and improvement
We continuously oversee quality and performance, introducing adjustments and optimisations where needed.
Results
120
Specialized experts acting on behalf of the bank throughout the country.
20%
Reduction in customer service sales costs.
>100%
Achievement of sales targets.
11+
Years of cooperation
Turn challenges into real advantages
Use our know-how to streamline processes, reduce risk, and focus on the strategic growth of your organisation.