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Optymyze Helps Leading Bank Improve Sales Outcomes, Leverage Referral Programs Effectively

This U.S. bank is among the top 100 largest banks in the country, and pursuing growth through acquisition. Like most large banks, the organization has multiple business units, selling the entire range of banking products and services, including consumer products like home mortgages, auto loans, checking and savings accounts, and commercial customer products like small business loans and commercial real estate liens.

With business growth and acquisitions, sales performance management processes such as sales compensation management and referral management, have become cumbersome. Most of these processes are manual, leading to inefficient use of resources, which can translate into loss of revenue.

See how Optymyze Sales Application Studio has helped the bank overcome these challenges.

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