Banking & Financial Services EI for Productivity

Increasing Retail Center Sales Productivity

Client: CIBC Revenue: $7B Process: Customer Onboarding System: Pega
$3M+
Operational Cost Savings
50K+
Annual Hours of Productivity Gained
11,000+
Employees Monitored

Challenge

11,000 front line sales associates across 1,100 retail centers generating $1B+ in sales lacked standardized workflows. No visibility into blockers of employee productivity and thrashing across multiple systems for client onboarding. Product team dependent on time and motion studies to make process improvements.

Solution

Deployed Pyze across applications in weeks to reach 11K+ employees to measure customer journeys and front line employee productivity. Extended Pyze to internal process measurements for process automation. Leveraged Pyze for transformation and application modernization.

Outcome

Pyze AI Platform identified 50,000+ hours of productivity savings in new product sales, isolating root cause to excessive rework and poorly designed workflows. Discovered over $3M in lost productivity due to poor digital experiences. Enabled successful rollout of new mobile sales channel to over 300 banking associates.

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