Financial Services Company Improves Retention by 75% with Coaching

Financial Services Retention Case Study

Introduction

This case study of a large enterprise financial services company is based on a December 2019 survey of InsideOut Development customers by TechValidate, a 3rd-party research service. The profiled company asked to have their name blinded to protect their confidentiality.

“InsideOut Development’s coaching model and tools drive key performance metrics for my team.”

“InsideOut Development’s coaching approach and tools are easy to apply.”

“InsideOut Development offers a better customer experience.”

“The models stand the test of time and are based on empirical research.”

 

 

Challenges

The business challenges that led the profiled company to evaluate and ultimately select InsideOut Development:

  • Top purchasing drivers for investing in InsideOut Development:
    • Direct impact to bottom-line business objectives

 

Use Case

The key features and functionalities of InsideOut Development that the surveyed company uses:

  • Departments that utilize InsideOut Development methodologies/programs:
    • Customer Service
  • How they measure coaching success at their organization:
    • More specific business objectives

 

Results

The surveyed company achieved the following results with InsideOut Development:

  • Key benefits realized since working with InsideOut Development:
    • Experienced greater employee ownership of outcomes
  • Improvement realized in the following areas since working with InsideOut Development:
    • Employee engagement: 50-75%
    • Retention: more than 75%
    • Specific team performance metrics: 0-25%
    • Internal promotions: more than 75%
    • Manager-employee conversations: 0-25%
  • Realized an impact within the first 1-3 months after implementing InsideOut Coaching.
  • Strongly agree that InsideOut Development is easily adaptable and delivers exceptional customer service to meet their organization’s needs.

 

>> Download PDF of this Case Study

Let’s Discuss your Coaching Needs

Our team of experts will contact you to better understand your goals, answer any questions you may have and provide an overview of our portfolio of solutions to better assess how we can help.