Presented by
Winnie Palmer
Rewriting the Rules of Engagement for the Modern Financial Services Client
About this talk
Today’s financial services firms are operating in a difficult environment. The spread that money managers, financial advisors and lenders can command has been going down for more than 20 years, putting considerable pressure on revenues. One of the main factors driving this pressure is heightened competition, competing against alternatives and for customer attention. In this session, we will share some ideas about how Sale Enablement can provide your customer-facing teams with the necessary tools to help improve sales productivity and effectiveness to better compete to win in the digital world.
FinTech Marketing Community
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We arm marketers from financial & tech sector with latest insights
The FinTech Marketing Community is an award-winning, global, peer-powered network that unites business and marketing leaders across B2B and B2C in financial services and technology. Our all-in-one comprehensive platform empowers members to expand their professional networks, share insights and best practices, access top-tier training and coaching, and accelerate career growth through a dynamic mentoring program.
The FinTech Marketing Community is an award-winning, global, peer-powered network connecting business and marketing leaders across both B2B and B2C financial services and technology. Our dynamic platform offers members a one-stop destination to expand their professional networks, exchange insights and best practices, and stay ahead of industry trends.
Through exclusive events, expert-led training, and hands-on coaching, we help marketers sharpen their skills and elevate their impact. Our community also features a robust mentoring program designed to support career advancement at every stage.
Whether you’re looking to build lasting connections, explore new ideas, or grow professionally, the FinTech Marketing Community provides the resources and support to help you thrive in an ever-evolving industry.