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PerformanceDelta
Overview
PerformanceDelta
Pipelines
Bob
Revolutionized our business
Keith
Great management tool
Larry
Clear choice for our financial institution
Melissa
Absolutely outstanding
Misti
They get to know our needs
Mitch
Keeps employees focused
Nicole
Hands down, they are the best
Ronda
Customization
Russell
Improved communication
Steve
Focus on the full relationship of the client

Results

ReferralTrac Results
PerformanceTrac Results
TracPlus Results
Performance Fantasy League Results

ReferralTrac

Results

.
Average of Banks with < $1B in Assets
Average of Banks with $1B – $5B in Assets
Average of Banks with > $5B in Assets
Overall Referral Results
Referrals Submitted
4.9K
6.8K
53.3K
Accounts Opened
1.9K
2.1K
18.8K
% Resulting in Sales
38.7%
31.1%
35.3%
Number of New Accounts Opened – By Product
Checking Accounts
448
996
8,204
Savings / Money Market Accounts
177
242
3,098
Loans
105
219
1,438
Mortgages
118
188
815
Services
947
346
4,421
Average Monthly Balances
Checking Balances
$6.7MM
$11.4MM
$54.1MM
Savings / MM Balances
$5.1MM
$3.2MM
$41.7MM
Loan Balances
$6.7MM
$11.9MM
$44.5MM
Mortgage Balances
$18.1MM
$21.5MM
$93.9MM
Average Income Generated and R.O.I.
Annualized Interest Income Earned
$790K
$1.3MM
$6.2MM
Annualized Non-Interest Income Earned
$504K
$643K
$3.7MM
Total Income Earned
$1.3MM
$1.9MM
$9.8MM
Average R.O.I.
1,194%
868%
1,869%
These numbers EXCLUDE ongoing revenue from referrals submitted in prior years, revenue from the sale of other products and services to these customers or additional matches that may result before the referral expires.

PerformanceTrac

Results

Net Income/FTE

TracPlus

Results

Employee Satisfaction Survey Results After Implementation

45%
.
Communication
21%
.
Sense of Ownership
20%
.
Employee Satisfaction

Performance Fantasy League

Results

Want to enhance your company’s performance? Pair it with our Performance Fantasy League.

Case Study 1:

After several successful years of employees referring new business opportunities, the organization plateaued. Employees continued to refer but the excitement level had peaked. With PFL, employees were rejuvinated and excited to participate. Without any changes to the product set, or any additional product training, this organization saw over a 120% increase in the number of referral opportunities submitted over the same period the previous year. The number of new accounts grew by almost 70%, providing even more opportunities for cross-sales and revenue growth. PFL was a big win for the organization!

120%
.
Increase In Referral Opportunities
70%
.
Increase In New Accounts

Case Study 2:

A PFL League was created to drive new leads into the organization and to book new business. Prior to PFL, employees focused more on responding to needs rather than identifying them. Thanks to the friendly competition inspired by PFL, and the coaching tools provided by PerformanceDelta, new leads began to roll in resulting in a whopping 30% increase to booked business over the same period the previous year. Employees were more engaged and continued producing a greater number of leads well after the competition ended.

30%
.
Increase to booked business

Case Study 3:

Using Performance Fantasy Leagues numerous customization options, a one month sprint campaign was developed to focus attention of a specific product set. The result? A 4,800% increase in the number of opportunities identified and over 3,300% increase in actual sales. While impressive, the enhanced teamwork, communication and knowledge sharing that resulted continues to positively impact this organization’s performance.

4800%
.
Increase in Number of Opportunites Identified
3300%
.
Increase in Sales

Case Study 4:

A client with over 3,000 employees decided to do a targeted campaign to increase referrals for a specific product. They only included 20% of their workforce in the league, but that did not slow them down. They generated over 460% more referrals than the entire organization did in the same period the previous year. The campaign resulted in a 300% increase in revenue for the product. They can’t wait for their next campaign!

460%
.
Increase in Number of Opportunities Identified
300%
.
Increase in Product Revenue
To learn how PerformanceDelta can enhance your organization or hear directly from one of our users,
CONTACT US
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