Increase Sales
Give branches the demographic inisghts they need to increase sales within their client base.
Boost Performance
Make data-backed recommendations on the products agents should be proposing to their clients.
Maximize Operating Margins
Distribute key operational KPIs to show how each branch can lower costs and maximize profitability.
Unleash the Value of Financial Services Data
- Distribute key customer demographic, purchase behavior, and loyalty insights back to district managers and store operators
- Correlate local indicators with purchasing trends to proactively recommend portfolio products to individual agents and branches
- Distribute the data branches need to maximize their operational efficiencies
How Steadfast Drives ROI with the GoodData Platform
After the launch of Steadfast’s, they partnered with GoodData to create a platform that armed all of their sales teams with critical data and tools that increased global efficiencies and sales, produced superior performance reports, and seamlessly integrated with Salesforce.