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ABBEY NATIONAL

abbey national"The systems installed have provided an integrated method of forecasting, planning and controlling not only net income levels but also sales activity and conversion rates. Most valuably the system has proved sensitive enough to build in objective performance criteria for a complex range of sales activities in a way which is balanced to meet the varying experience and skill levels of our financial planning consultants. The combination of management control tools, training and follow-up has enabled us to increase sales production per consultant by more than 15% in difficult market conditions."

"Accomplishing changes in behaviour is never without difficulties but we have had a very good working relationship with your team and problems arising have been dealt with professionally and with a minimum of fuss. This close co-operation has enabled the programme to deliver savings in excess of those projected and to realise a return on investment of more than 4:1."

Martin Smith
Managing Director
Abbey National Independent Financial Advisors

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