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Global Commercial Bank
The Situation
A global commercial bank operating across multiple geographies, serving corporate and institutional clients through a network of relationship managers. Client trust and responsiveness win and retain large corporate accounts, and relationship managers are the front line of that model.
Relationship managers were spending 40% of their time on admin — updating the CRM, preparing meeting briefs, chasing internal approvals — time not spent with clients. Leadership had no reliable way to see where RM time was going, or where deals were stalling in the pipeline.
What We Did
One Primero deployed Salesforce Sales Cloud as the bank's core CRM, replacing the fragmented tools and manual workarounds relationship managers had built up over years.
Built on top of it: an Agentforce Sales Development Agent, automating lead qualification, meeting preparation, and client follow-up — the categories of work consuming the largest share of RM time. Integration with credit and compliance systems moved approvals through structured digital workflows rather than email chases, without compromising the audit trail regulators require.
What Followed
RM client-facing time increased by 35%, giving relationship managers back the capacity the role depends on. Lead-to-opportunity conversion sped up by 50%, and the bank realised €12 million in revenue acceleration in Year 1.
The approach translates directly to banks, wealth managers, and enterprise sales teams where reps are buried in admin and leadership needs pipeline visibility.
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