Modus Agendi

Banks and Building Societies
Insurance Companies/Brokers
Specialist Lenders

Specialist Lenders

Our work with specialist finance companies is focused on increasing sales of mortgage and loan products. We have worked with a diverse range of businesses and sought to increase sales through contact centres, intermediaries and via branch networks.

Examples of our work

Extending financial services in a retail operation

Having made the investment in a branch network business volumes needed to follow. Following lower than expected business results Modus Agendi was asked to develop the sales capability of this branch network. more>

Sales going north pleases private equity company
Following a buyout by a private equity company this business needed to grow sales rapidly. Modus Agendi was asked to develop the sales capability of the business. more>

Giving a start up the right start

An ambitious management team entering the crowded loans market knew they had to distinguish themselves from the pack. Modus Agendi was employed to define the customer facing sales process and sales management practices for this start up business. more>

Turning redemptions into sales
When interest rates started to fall significant volumes of customers sought to re-broker their existing loans. Modus Agendi was asked to define the retention process to enable the business (our client) to communicate their revised sales propositions. more>