Too Many Channels, Not Enough Conversion
Fidelity Bank had done everything the “banking playbook” recommends:
- Branches? Check.
- Relationship managers? Check.
- Online platforms? Check.
- Mobile banking? Check.
And yet…
Customer conversion was flatlining.
Digital uptake? Stalling.
Sales felt more like support tickets than strategic wins.
The issue?
Channels weren’t selling — they were simply existing.
Each customer journey felt disjointed, overly corporate, and painfully outdated.
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Project Title
Beyond Branches: Rewriting the Rules of Banking Sales
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Client
Fidelity Bank
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Year
~ 2022
The TSC Approach:
We didn’t come in with slides. We came in with one blunt question: “Why should anyone choose you?”
It was time to stop selling products and start designing journeys that sell.
Step 1: Expose the Channel Chaos
First, we mapped the entire sales ecosystem.
What we found was… messy.
- Offline and online teams weren’t speaking.
- Leads dropped off mid-journey.
- The “personal banker” experience? Completely impersonal online.
Controversial truth:
Fidelity wasn’t suffering from a lack of channels — it was drowning in channel noise.
Step 2: Redesign the Journey — With Demand in Mind
We turned every touchpoint into a sales moment — but with empathy, not pressure.
Here’s how:
- Hyper-targeted channel segmentation: We matched products to life stages, not demographics.
- First job? Soft-sell savings tips, not loan offers.
- Entrepreneur? Speak to growth, not just balance sheets.
- Omni-channel handoff strategy: A lead starting online could walk into a branch and not repeat a single word. (Because yes, customers hate repeating themselves.)
- Sales-infused mobile banking: We didn’t just upgrade UX — we embedded contextual offers into transaction flows. (Because if I’m transferring money to my landlord, maybe I do need a mortgage consultation.)
Step 3: Rebuild the Sales Culture
We trained the team — but not with generic scripts.
TSC introduced:
- Sales conversation design (Less pitch. More pull.)
- AI-assisted next best action tools
- Performance dashboards that reward relationships, not just revenue
Result?
Sales teams started listening, not just pushing. And customers felt it.
The Results
- +38% cross-sell rate across digital and physical branches
- +55% lead conversion through redesigned journeys
- Mobile-initiated product sales up 62% in 4 months
- Branch satisfaction scores jumped by 44%
- And most importantly: Fidelity Bank stopped being a bank with many channels — and became a bank with one powerful, seamless experience.

Conclusion
Fidelity didn’t need more salespeople.
They needed smarter, synced, and strategic channels.
And with TSC, they learned:
It’s not about where you sell. It’s how your customers feel while buying.