A global bank's commercial branch used Test & Learn® to understand the impact of changing banker activities and re-prioritizing leads to identify which bankers could benefit from specific outreach recommendations.

The Company

A global top 20 bank’s commercial sector

The Challenge

The bank had been tracking banker behavior using a CRM software that logged millions of client interactions per year across thousands of bankers, but was unsure about which outreach tactics and leads were most beneficial for each banker.

The Results

Test & Learn® measured a statistically significant increase in revenue from bankers who increased visit frequency, however, increasing other activities did not drive a significant lift. By targeting recommended activity changes and better prioritizing leads, the bank generated millions in incremental revenue per year.

Download Case Study

By clicking download, I am requesting that APT (a Mastercard Company) send me information about business products and services. I acknowledge and agree that my personal data may be processed in accordance with APT's Privacy Notice and Terms of Use.

Download the full case study to learn more.