Banking products, commercial approaches, Crédit Agricole, customer loyalty, insurance, savings, credit, Net Banking Product, NBP, customer satisfaction
This document outlines the objectives, activities, and results of a mission focused on mastering banking products and launching commercial approaches within Crédit Agricole.
[...] Crédit Agricole's customers are notably of two types: the core target, namely farmers initially, and a broader main target, which includes both businesses and professionals. Under these conditions, customer satisfaction involves informing customers about Crédit Agricole's products and services, arranging appointments, providing advice, which can lead to sales of so-called "loyalty-building" products and services. Skills Acquired I first developed skills in customer data analysis, in order to segment the customer base and identify opportunities to retain identified customers. In addition, I was led to implement a communication strategy with these clients, using various communication supports (mailing, creation of brochures) to promote key products and services offered by Crédit Agricole. [...]
[...] Five axes have thus been developed: men and women; clients; strategic intentions; the strategy based on the creation of sustainable value; strategic intentions over ten years concerning cooperative models and mutualism. Results: During Tuesday meetings, new internal tools launched are presented, as well as the workspace where collaborators can leave their ideas in the manner of a 'brainstorming'. At the end of each meeting, exchanges take place and questions are raised to clarify the work of each on these new aspects. [...]
[...] It takes place throughout the month of June and ends in the first week of July, precisely on July 6. Every Tuesday (June 11, June 18, June 25, and July the relay is passed to another pair, with the results communicated every Saturday at 12:00 in front of the judges 'the Pierre de Coubertin', namely and Material: The winning team of this challenge will be rewarded with two bottles of champagne offered. Analysis of the response to the objective Response: concerning good practices, each of them, which was used during the week, must be formulated according to each theme. [...]
[...] Materials: I carried out email marketing and designed brochures to promote the financial products and services offered by Crédit Agricole, for its clients. Temporels: This mission had to take into account the clients' and the syndicated advisor's time constraints, which led me to set up a schedule. Analysis of the response to the objective Response: customer loyalty is a key component of customer satisfaction, in order to avoid customer attrition to competitors (favored by the banking mobility law, known as the Macron law of 2016). [...]
[...] Finally, regarding the strategic meeting on the long-term project of the group, declined around five axes;Each of these five axes was accompanied by a video. Following the viewing of this, the collaborators exchanged on it, gave their opinions, which were noted in a document that is transmitted to the headquarters of Crédit Agricole. Means put in place - Humans: exchange between the agency's collaborators - Equipment: the meeting room; the intranet workspace - Timelines: meetings are held every Tuesday and Thursday, each week, for an average duration of thirty minutes Analysis of the response to the objective - Response: all these meetings, both internally and with shareholders, aim to raise awareness among employees on the priority themes of the bank today and tomorrow (strategic vision), such as sustainable development, proximity with clients, or the diversification of services offered by the establishment. [...]
APA Style reference
For your bibliographyOnline reading
with our online readerContent validated
by our reading committee