Sales and Distribution Strategy Development

Significantly increase production through independent channels

The financial services industry is in the midst of both major change as well as short term challenges. From new legislation to industry consolidation and convergence, new approaches, products and operational changes are required. CAST believes the industry remains challenged by several key factors. Each requires specific action on the part of industry leaders to remain competitive.  

Factors Driving Distribution Effectiveness

  • Targeting the appropriate segments
  • Proper positioning of offerings and product elements
  • Appropriate service delivery mechanism
  • Understanding of customer needs and behaviors
  • Consistency of service delivery
  • Understanding of channel costs and profitability


Why CAST for Sales and Distribution Strategy Development

  • Extensive experience in strategy development
  • Demonstrated experience in cost and profitability analysis
  • Proven tools for monitoring and measuring performance
  • Extensive knowledge of successful service delivery procedures, tools and techniques
  • Understanding of detail sales, service and operations activities for the insurance and banking industries
  • Knowledge of the inter-relationships of various insurance and financial service products
  • Proven, fact-based approach to analysis and implementation

 

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