The insights to transform your sales team.
The capabilities to actually do it.

To transform your sales team, you need a partner with deep industry knowledge, meaningful insights and the broadest range of capabilities - a partner who works shoulder to shoulder with you to help you reach the next level of sales performance.

With expertise in banking, insurance, wealth management and credit, and the best consulting team in financial services, Performance Insights is that partner.

It is critical to start with a partner who understands the intersection of business, sales and technology. For more than two decades, we have designed and implemented profound sales transformations in partnership with the greatest financial institutions.

Performance Insights delivers business outcomes rapidly and with certainty.

A Few Of Our Clients

  • Umpqua Bank
  • The Insurance Center
  • First Tennessee
  • BMO Harris
  • First South Bank
  • BVA Compass
  • Ventura County Credit Union
  • Hills Bank
  • BankNewport
  • Bangor Bank
  • First Federal
  • Banner Bank
  • Busey Bank
  • Spring Valley Bank & Trust
  • Wells Fargo
  • Susquehanna Bank
  • Park Sterling Bank
  • Citizens Bank
  • NewBridge Bank
  • Royal Bank of Scotland
  • Financial Pacific Leasing

Why Us

Any financial institution can make do with incremental change – at least, for a while. But building a sales team for the future means making bold moves in sales process, technology and sales management. Our unique team of industry leaders knows how to ask questions and listen to understand your unique needs and to help you establish a starting point for sales transformation.

Our unique process for change begins with a positive sense of urgency and a guiding coalition of sales executives. We help you establish a vision for your sales team and communicate that vision. We then help you remove the internal barriers to change – inefficient sales processes, the lack of sales skills and coaching, the lack of measurement and feedback systems and inadequate technology.

We listen to you, we stay with you every step of the way and celebrate success with you.