Case Study: HSA Bank quadruples top-tier clients with Corporate Visions

HSA Bank quadruples premier logos and boosts win rates by 20% with Corporate Visions

HSA Bank, a leading health savings account provider, faced a challenge as increased competition commoditized its product. Its sales team was reactive and gave inconsistent, un-compelling answers when asked to differentiate from competitors, which led to lost opportunities. To address this, HSA Bank partnered with Corporate Visions to implement a new growth methodology and messaging strategy.

Corporate Vions deployed digital sales playbooks to provide a consistent and scalable sales process. This solution equipped reps to clearly articulate the bank's value and was later expanded to include customer retention efforts. The results were significant: proposals more than doubled, win rates increased by 20%, and the number of premier, high-value clients quadrupled. The initiative also fostered a positive cultural shift with improved team engagement and reduced attrition.

HSA Bank