In a context of intense competition between financial institutions, ever increasing demands on the part of clients with regard to prices and quality of service and increased profitability constraints, marketing excellence, distribution efficiency and quality of client management constitute three key levers for creating value. 

With its Marketing, Distribution & Management of Customer Relationships service line, Ineum Consulting supports its bank and insurance clients in the development and improvement of their sales performance. 

Examples of achievements:

• Setting up a banking entity, for a French insurer: definition of the positioning, offer, direct and multi-channel distribution model linked to the existing one, organisation and sizing of the channels, sales processes and associated sales aid tools.
• Supporting development abroad (particularly Maghreb) of banking groups.
• Launching a direct, low-cost financial services provider.
• Supporting the definition of a distribution efficiency program.
• Rolling out a consumer credit offer in the banking networks.
• Designing and marketing offers of services to individuals as part of a partnership between a retail bank and two mutual insurance companies.