Sector: 

Banking & Insurance

Expertise: 

Marketing

Typology : 

Strategy consulting

Direction: 

Marketing Department

1 consultant

 - 

4 months

Formalization of the Up Sell / Cross Sell strategy for a mutual player

Client

Marketing Department of a major mutual group

talent selected by WEEM

Emilie, an organizational consultant with 25 years' experience, including 6 years with Cap Gemini Consulting and 6 as Marketing Director, has a contagious enthusiasm for insurance.

mission

Support in framing and leading the development of the up sell and cross sell strategy, a major growth and retention challenge: diagnosis, definition of a detailed action plan and operational implementation.

Activities and deliverables

- Qualitative and quantitative diagnosis of all levers for general management and operational departments

- Structuring the steering and decision-making system

- Support for deployment of the operational action plan

Results :

- Diagnosis carried out over a very short period, in view of the alignment issues at stake

- A high level of stakeholder involvement over time in a context of misalignment at the start of the project

- A very extensive diagnosis identified a very large number of potential actions, combined with a strong operational pragmatism that enabled the prioritization and definition of a very concrete and pragmatic action plan.