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banking and finance

Experienced partner for the banking and financial sector

At Cursor, we offer specialized, scalable, and proven solutions to support the operational and sales activities of banks. We successfully deliver projects for the largest financial institutions in the country, providing tangible value in sales support, marketing logistics, and field process outsourcing.

Kamil Borkowski

Project Manager of Finance Projects

18

Years of experience in implementing projects for the banking sector

Mail

zapytanie@cursor.pl

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    Tailored Solutions for the Financial Sector

    How can we support the financial industry?

    Sales Force Outsourcing

    Management of Field Sales and Promotional Teams

    We manage teams of promoters and advisors operating in shopping centers and other points of sale. We handle recruitment, onboarding, training, operational supervision, and HR administration. We can also fully take over a dispersed field sales structure. This allows banks to gain flexibility and scalability without the need to deploy their own HR resources.

    event marketing

    Sales events and promotional activities

    We organize comprehensive sales promotion and brand-building campaigns – from concept development, team recruitment, and POSM production, to execution and reporting. We leverage our extensive experience working with shopping centers and public spaces.

    top management

    Sales events and promotional activities

    We manage a network of agents and multi-agents, providing full operational support. We ensure smooth commission settlements and transparent financial processes. Every workstation is fully equipped and ready for work. We conduct regular audits to guarantee compliance with the highest standards. All of this is supported by efficient logistics, ensuring agents can work effectively and without interruptions.

    Standards Verification

    Audits and quality control

    We conduct service standard audits, quality assessments of displays, and mystery shopping activities. Our reports are available in real time, providing valuable data for ongoing project management.

    logistics

    Logistics of Promotional Materials

    We provide storage, packaging, and distribution of POS materials, promotional items, leaflets, and event equipment. Operating from our own logistics centers ensures speed and full control over the entire process.

    trusted Partnership

    Trusted by Poland’s leading financial institutions

    your trusted partner

    Proven results that speak for themselves

    86

    Employee Satisfaction Score (eNPS)

    -100100

    Unprecedented level of customer satisfaction that sets a benchmark for the entire industry

    86

    Employees across the country

    Unprecedented level of customer satisfaction that sets a benchmark for the entire industry

    Together, let's set the course for progress

    15 years of experience in the financial sector

    We work with the largest banks in Poland, understanding the specifics of the industry and its needs.

    Flexible and scalable cooperation model

    We adapt to your preferred billing model: from the classic hourly model (T&M), to performance billing, to fixed price projects - where we take full responsibility for the outcome.

    Full operational responsibility

    We provide a comprehensive service: from recruiting, to training the client's team, to reporting on the results of activities.

    Full HR outsourcing

    We provide full HR, legal and operational support, enabling clients to focus on their core business areas. 

    Knowledge of sales tools

    We have dedicated project teams and expert knowledge of sales tools (cross-sell, up-sell, scorecard, NPS).

    Speed and precision in every project

    Where internal corporate processes take weeks, we deliver solutions in days. 

    Kamil Borkowski

    Project Manager of Finance Projects

    18

    Years of experience in implementing projects for the banking sector

      Schedule a free consultation with an expert

      Fill out the form and I will contact you within 24 business hours.

      I have read the terms and conditions and accept them.

      FAQs

      Frequently asked questions

      What experience does Cursor have in the banking and financial sector?

      What services does Cursor offer to banks and financial institutions?

      Can Cursor manage your sales teams?

      How does Cursor report results?

      How does Cursor settle projects with banks?