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Fortune 1000 Financial Services Leader Boosts Sales Team Performance 30%

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A large global Fortune 1000 financial services organization developed a new training program for its global sales force to help drive sales and improve the quality of customer experience.

Given the strategic nature of the program, the company needed to be able to ensure program impact to these key outcomes. Detailed analysis was needed to ensure that the impact was optimized.

Find out how they used Performitiv's technology and methodology to help understand the impact of their training and drive sales team performance improvement of over 30%.

Global Insurance Provider Drives 4X Increase in Business Impact
With thousands of agents and millions of customers served in hundreds of offices across the country, this insurance provider faced significant challenges in rolling out new certification programs around several important product offerings. Shortly after the rollout, the team used Performitiv to help review insights based on evaluation data and past benchmarks on performance.
Global Insurance Provider Drives 4X Increase in Business Impact
With thousands of agents and millions of customers served in hundreds of offices across the country, this insurance provider faced significant challenges in rolling out new certification programs around several important product offerings. Shortly after the rollout, the team used Performitiv to help review insights based on evaluation data and past benchmarks on performance.
Leading Global Retail Brand Increases Job Impact by 2x
One of the world’s most recognizable and admired wholesale brands, with thousands of employees, hundreds of retail partners, and dozens of their own showrooms dispersed globally, had begun to measure the effectiveness of their training programs, but lacked the visibility they needed on how learning investments directly impacted strategic business outcomes.
Leading Global Retail Brand Increases Job Impact by 2x
One of the world’s most recognizable and admired wholesale brands, with thousands of employees, hundreds of retail partners, and dozens of their own showrooms dispersed globally, had begun to measure the effectiveness of their training programs, but lacked the visibility they needed on how learning investments directly impacted strategic business outcomes.
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Case Studies
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Fortune 1000 Financial Services Leader Boosts Sales Team Performance 30%

Written by
Performitiv
Published on
August 29, 2025

A large global Fortune 1000 financial services organization developed a new training program for its global sales force to help drive sales and improve the quality of customer experience.

Given the strategic nature of the program, the company needed to be able to ensure program impact to these key outcomes. Detailed analysis was needed to ensure that the impact was optimized.

Find out how they used Performitiv's technology and methodology to help understand the impact of their training and drive sales team performance improvement of over 30%.

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