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How Investment Managers Can Use Technology to Enable a Client-First Approach to Sales

How Investment Managers Can Use Technology to Enable a Client-First Approach to Sales

Alyssa Drury
Written by Alyssa Drury July 8, 2019

The investment management industry faces no shortage of challenges. Client expectations are on the rise as they seek the same kinds of highly customized, consultative, and engaging experiences they’re accustomed to in virtually every other aspect of their lives. At the same time, clients are becoming increasingly more sensitive to fees. That sensitivity is putting…

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Asset Management, Sales Enablement, Technology & Data
Sales Enablement Doesn’t Have to be Difficult for Financial Services Firms – Here’s Why and How to Implement

Sales Enablement Doesn’t Have to be Difficult for Financial Services Firms – Here’s Why and How to Implement

Alyssa Drury
Written by Alyssa Drury June 11, 2019

Implementing a sales enablement solution doesn’t have to be hard. The key to ensuring that the process is quick and easy is working with a partner who will guide you along the way and do the heavy lifting. In addition, it is always a good idea to look for a vendor that you can grow with. The most successful firms engage with a partner that has allowed them to start small in terms of capability without limiting their growth trajectory. In doing so, you can futureproof your digital transformation by bringing on technology that will scale along with you.

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Asset Management, Digital transformation
What Wealth Managers Need to Know about Social Security Projections

What Wealth Managers Need to Know about Social Security Projections

Alyssa Drury
Written by Alyssa Drury May 8, 2019

In April, the Social Security Board of Trustees released its annual report, outlining its long-term financial outlook for Social Security. Not surprisingly, it didn’t reveal very good news. Instead, the report confirmed that by 2034, the Old-Age and Survivors Insurance Trust Fund — the part of Social Security that pays the checks that Americans have been…

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Wealth Management
The Power of Productivity: Free Up Relationship Managers’ Time to Drive Customer Engagement

The Power of Productivity: Free Up Relationship Managers’ Time to Drive Customer Engagement

Alyssa Drury
Written by Alyssa Drury April 12, 2019

What does Sales Enablement mean for Bankers? Banks are one of the biggest buyers of IT on the planet, having long made massive investments to maintain and upgrade their legacy systems. Today, their investment in IT continues to grow, with most banks supporting large in-house IT teams while also partnering with leading FinTechs. Underscoring the…

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Banking
Disrupt or Be Disrupted: How Technology is Affecting Strategic Partnerships in Banking

Disrupt or Be Disrupted: How Technology is Affecting Strategic Partnerships in Banking

Alyssa Drury
Written by Alyssa Drury February 28, 2019

When BB&T and SunTrust announced their $66 billion merger earlier this month, both financial institutions cited technology as a major driver fueling the decision. While together they stand to become the sixth largest bank in the US based on customer assets, what sealed the deal may have been the need to come together to remain…

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Banking, Technology & Data