Rewriting the Rules of Engagement for the Modern Financial Services Client

Presented by

Winnie Palmer

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.

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