A prerequisite for a good customer meeting is that both parties speaks the same language. Basing the meeting on the client's actual financial situation using visuals and common sense makes a huge difference. It opens up for a dialogue about risks, opportunities and challenges without getting stuck in specific products. When the value impact of the offered products are clear, pricing is usually not an issue.
Being a financial expert is, in today's competitive market, not longer enough. As an corporate manager, you need to be able to create and lead a business dialogue that makes a difference for the customer. A dialogue that makes you the trusted business partner.
Bonanza's tailored programs for banking and insurance professionals help corporate managers transform to the new role. Providing the tools needed to lead value-creating customer meetings that result in more and better business, increased profitability and of course - loyal customers!
Empower your corporate managers with the skill set and tools to make effective and qualitative analysis, without getting bogged down in the numbers. In short, to do the right deal with the right customer in the right way.
Visual and easy-to-understand methods make it easier to explain financial relationships and present a clear view of the customer's financial situation, all in order to create an increased customer value.
The visual approach focuses the client's financial situation rather than the offered products. The business dialogue create insights and makes it clear how different solutions bring value to the customer.
Empower your corporate managers and advisors with the insights and tools they need to become the client's trusted business partner. Our programs and tools demystify finance and provide a methodology to prepare and execute customer meetings on a level that makes a difference.
Skills and tools to help you make more effective analyses of the client's financial situation. Identify the client's financial challenges and offer the right solution to the right customer.
Effectively assess the risks and how they impact the future repayment capacity and clearly communicate the value that the proposed solution brings.
Visualizing cash flow and make easy to follow simulations of how future cash flow will be impacted by different solutions. Focusing the value creation minimizes price discussions.
Understanding how a group structure impact credit decisions. Being able to make simple eliminations and get a quick and solid overview of the Group's financial situation.
All our programs can be tailored and customized according to your needs. Contact us to discuss how we can help.
"With Bonanza's Visual Language of Finance, an interactive, effective, and fun learning environment is created. Simply a fantastic way to increase financial knowledge."
"The way Bonanza makes numbers and finance easily understandable truly helps our employees make better decisions and identify opportunities, both for our customers and for SAP."
"Bonanza's visualization of finance makes it easy for us to evaluate and communicate the financial situation of our global customers."
Within the banking segment, it is all roles that interact with business customers, primarily business advisors and private banking. In the insurance segment, both life and property salespeople are our target audience. Understanding how these different aspects impact the customer's finances and how they interact opens up opportunities for cross-selling.
Bisgraf is our tool that makes it possible to quickly get a clear overview of the client's financial situation. By visualizing financial relationships, you can identify opportunities and lead a more value-centered customer dialogue.
We help you develop your employees and your business. When more people gain deeper knowledge of how business and profitability are connected, the results will move in the right direction.
Would you like to learn more about how we can support you?
Get in touch, and we’ll tell you more!
