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Case Study

Maximizing Relationship Manager Effectiveness

Marketing & Sales
How a financial services company identified priority accounts and 10x ROI

A financial services company offering consumer financing through small and medium-sized merchants was under pressure to increase revenue among existing customers rapidly. If they could maximize their relationship managers' time with growing merchants, they could develop growth programs with a higher impact on top-line revenue.

This case study dives into how they were able to improve their prioritization model with timely and accurate signals of merchant growth.

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