Evaluate the process of Receiving & Sending Money Overseas.

Evaluate the process of Receiving & Sending Money Overseas.

Business Situation:

 

  • Understand the reasons for undertaking the brands services and map customer expectations.
  • Identify close competitors in the business landscape.

 

Finding Facts:

 

  • Reasons to prefer client brand over other means.
  • Hierarchy (based on ease) of various options available for customers to transfer money.
  • Triggers that support/boost customers to opt for visiting their retail to make transactions.
  • Understand employee interacting with customers – their profile, needs and reasons for opting for brand.

 

Solutions Suggested:

 

  • Pen portrait of individual needs that lead to select the client brand.
  • Exhaustive list of reasons to consider money transfer over banks.

 

Outcome:

 

  • Led to better customer understanding which lead to improvement in cross-selling.
  • Device triggers that would beat close competitors.