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Sales Competitions for Banking Branches and Field Teams

With OnGame, retail banking turns product sales, cross-selling and portfolio-growth targets into competitions among branches, regions and portfolio managers. Process tasks such as customer meeting plans and document completeness are also scored on the same platform — structured within a compliant framework.

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Who uses OnGame in banking?

Branch customer representative, portfolio manager, retail/SME sales specialist, branch manager and regional manager — all on the same platform, at the branch, region, call-center and field-sales-team levels.

Which sales competitions can be set up?

Inter-branch product sales leagues (Arena), cross-sell Duels, portfolio-growth Tournaments, and Flash Quest setups for periodic campaigns can all be defined — the competition design is shaped around the bank's own compliance and regulatory framework. Which game mode fits which campaign is decided together during the demo process.

Which operations competitions can be set up?

Completing customer meeting and visit plans, process and compliance document-completeness races, digital-channel referral tasks, and mandatory training completion — via Task Management, Announcements & Forms and the Training Game mode. This means the field standard turns from paper and messaging into a measurable competition.

Which KPIs are tracked in banking?

KPIs such as product sales volume and target achievement, cross-sell rate, portfolio growth, task/visit completion and document-completeness rate flow into OnGame's game and panel layer from the company's own ERP. The exact KPI set is finalized during the demo process based on the customer's existing data.

How does a branch or regional manager use OnGame?

From the Ongame Team console, they track their own branch's ranking, open tasks and their team's participation.

What does the head office team see?

The retail banking and performance-management head office sees comparative performance across branches and regions, campaign budget and reward distribution from Ongame Panel.

What do Daily Action and AI Coach do?

Action Center turns daily sales and operations opportunities into concrete actions, while AI Coach provides AI-driven sales and operations suggestions; both reach employees through Ongame Mobile and are monitored from the panel.

How are rewards given?

Earned points convert into products, gift cards, discounts or bonuses via Ongame Shop; reward budget and distribution are managed from Ongame Panel.

How do you get started with OnGame for banking?

You can request a demo compatible with your existing ERP data; which game mode fits which banking KPI is clarified during that conversation. The decision-makers are typically the Director of Branch/Retail Banking, the Regional Manager, and HR/Performance.

Frequently Asked Questions

Don't regulatory and compliance rules prevent competitions?

Which KPIs a competition is built on and which behaviors are scored are determined according to the bank's own compliance framework; the setup is designed together during the demo process.

Is only sales measured?

No; process KPIs such as completing the customer meeting plan, document completeness and training completion can also be turned into competitions.

Do branches and portfolio managers compete in the same league?

Branch, region, team and individual can be defined as separate levels; the setup is built accordingly.

Can mandatory training be tracked?

The Training Game mode turns product and regulatory knowledge into a quiz-based task; completion is tracked from the panel.

Where does the target and sales data come from?

From the bank's own target and performance system; OnGame is not a separate system of record — it is a layer that works on top of existing data.

How are rewards managed?

Points are converted into products, gift cards or bonuses via Ongame Shop; reward budget and management are handled from the panel.