Consulting for Financial Companies

Banks, insurance companies, insurance agencies, investment houses or credit companies do not sell tangible products, but promises for a safer future: insurance policies, investment products, credit cards and savings plans which will provide better financial prospects in the future.

We, at Aya Lahmi Consultants, are well aware of the changing reality due to regulation, unique products and the complexity of managing service and sales teams. Therefore, we have developed a unique program for financial companies comprised of sales workshops, internal service and customer service workshops, tailored especially to your needs.

Our Products
  • Improving Sales and Training of Field Personnel

    This process starts with understanding the challenges and potential for improving the existing sales system: the number of sales agents, their quality, incentive methods and goals, work procedures and control points, compared with actual needs. The process continues with adapting and implementing tools for improvement, while training and guiding the sales agents.

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  • Sales Workshops

    We specialize in the field of complex sales, and we have extensive experience and know-how in working with service and sales representatives in the field and on the phone. We offer a wide variety of ongoing and single-day workshops according to your needs.

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  • Implementing an Organizational Service Concept

    Characterizing a service strategy and values, ​​and implementing them with employees will lead to improved internal and external service. This helps to improve customer satisfaction and retention, as well as improve work atmosphere and teamwork, enhance employee engagement, employee retention and motivation, and reduce burn out.

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  • Establishing Customer Service Centers

    We specialize in designing, setting up and supporting call centers. We accomplish the goals we set by formulating a work plan and budget, training employees and managers, retaining employees and providing dedicated sales tools.

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