Client Successes

Case Studies

Engagement &

Change Model

A financial services company facing a volatile stock market and the customers were taking money out of investments. The money managed was actually decreasing which affected the income of the brokers and the health of the organization. PerformancePoint provided an engagement and change model.  We helped the organization redefine what success looked like using a proprietary process and model.  Once new expectations were created, we provided a coaching for change and engagement model for leaders using our FastChange Model.  Within six months, 350% increase in calls to initiate new sales cycles, 130% increase in referrals, 150% increase in contacts with new prospects, 112% increase in number of initial prospect meetings, 56% increase in revenue from new accounts.

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