Our
Clients
ABBEY NATIONAL
"The systems installed have provided an integrated method of
forecasting, planning and controlling not only net income levels but
also sales activity and conversion rates. Most valuably the system
has proved sensitive enough to build in objective performance criteria
for a complex range of sales activities in a way which is balanced
to meet the varying experience and skill levels of our financial planning
consultants. The combination of management control tools, training
and follow-up has enabled us to increase sales production per consultant
by more than 15% in difficult market conditions."
"Accomplishing changes in behaviour is never without difficulties
but we have had a very good working relationship with your team and
problems arising have been dealt with professionally and with a minimum
of fuss. This close co-operation has enabled the programme to deliver
savings in excess of those projected and to realise a return on investment
of more than 4:1."
Martin Smith
Managing Director
Abbey National Independent Financial Advisors
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