Commercial Banking: Key Account Management

AMPLYFI helps you deliver strategic insights to strengthen relationships with major institutional clients, maximising value and retention.


Key benefits

  • Increased Total Contract Value: Improved strategic alignment through deeper understanding of market and customer needs. This drives better communication and value-driven sales.
  • Improved Account Health: Proactively address internal and external risk factors by monitoring strategic and market signals, identifying potential changes earlier.

Example Use Case

"We need to develop a comprehensive service model for our top 20 pension fund clients, integrating ESG reporting, custom portfolio analytics, and real-time risk monitoring."


Key Account Management: Overview


Best Practices: Key Account Management

Define Your ICP
  • Be clear about your Ideal Customer Persona and what signals demonstration their needs, challenges, interests and strategies
  • This should be reflected in your setup of Intelligence Feeds
Use Triple A Analysis of Companies
  • A1: Announced - what do the official channels (annual reports, earnings calls, press releases, leadership statements, official social media channels) say the organisation is, will or has done.
  • A2: About - what do unofficial channels (analysts, news, customers, investors, regulators) report about these actions, statuses and plans
  • A3: Affecting - what is being said about the topics (technologies, regulations, locations, resources) related to these themes

Case Study: Clean Energy Giant

Challenge

A leading energy research and business intelligence company based in Oslo, Norway, wanted to enhance their sales and account management capabilities by uncovering data-driven opportunities and market dynamics.

Solution with AMPLYFI

  • Reclaimed 12.5% of weekly working hours.
  • Identified approximately 50 new sales opportunities per rep annually, leading to significant cost savings and millions in potential revenue.

"It keeps me up to date with the latest about my customers and markets of interest. It helps me to identify opportunities, and I use the information to create relevant outreach to my customers and prospects."

-Senior Account Manager, Energy Multinational