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.

Data Is Everything When It Comes to Sales Execution

Rob Buck

Ron Buck
Founder, CEO
Performance Insights

“Your CRM system will provide you with lots of data but its ability to provide you with accurate and timely data that matches your marketing system, loan origination system and core is very limited. Its ability to dissect what is going on within teams and territories on a broad scale is a challenge.

CRM reporting is rudimentary at best – forcing your teams to use more and more spreadsheets. Your teams spend more time arguing about who is right and less time on sales execution. Once you have quality data that you have confidence in you will begin to behave differently as a bank and become more strategic.

We have designed Performance Navigator to track your sales from lead to funding and provide accurate cascaded reporting and analytics from the frontline to the board room while giving you the absolute confidence to lead, change and become a high performer.”

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.

Industry Segments We Serve

Insurance

Retail
Banking

Mortgage

Leasing

Commercial
Lending
Business Banking
& Small Business

Private
Banking

Credit/Risk
Management

SBA

A Few Of Our Clients

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

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 software (Performance Navigator) is being used by some of the most prestigious financial institutions in the world to define high performance.

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