Case Study: Global Bank achieves $3M in incremental profits and a 3.1% revenue lift with Applied Predictive Technologies' Test & Learn

Global Bank - Customer Case Study

A global top-20 bank’s business banking unit had invested heavily in initial and advanced sales trainings to drive employee development and business growth, but management didn’t know how best to allocate the remaining training budget or which bankers would benefit most. Some bankers self-selected into trainings, creating potential bias, and leadership needed clear evidence on overall impact, which employees responded best, and how to tailor the program for maximum effect.

Using APT’s Test & Learn® software as a natural experiment, the bank matched trained bankers to similar untrained controls (controlling for prior sales) to isolate training effects. Results showed the basic training produced no overall revenue lift but did benefit junior bankers; the 3-day course yielded no incremental lift versus the 2-day option, enabling cost savings. The advanced training delivered a 3.1% revenue increase driven by new customer acquisition in Specialized Products, and APT’s predictive model identified which employees to target and how to tailor training—boosting employee satisfaction and generating $3M in incremental profit.