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How to Accelerate Your Firm's Client Engagement Strategy

How to Accelerate Your Firm’s Client Engagement Strategy

Jake Pieruccini
Written by Jake Pieruccini December 6, 2019

A good sales enablement tool will allow you to automate parts of the content creation process so that creating highly personalized decks, presentations, and other collateral becomes a fast and efficient process. Not only that, the right platform will deliver valuable insights back to your team about how that content is being consumed. That, in turn, can be used to guide customer-facing teams about how best to follow up and move the sales process forward.

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Financial Services
Is Your CRM Actually Worth Logging Into?

Is Your CRM Actually Worth Logging Into?

Jake Pieruccini
Written by Jake Pieruccini October 10, 2019

A CRM is a powerful tool and one that’s critical to the success of any business. But that doesn’t mean that you’ll reap all of the benefits it can provide right out of the box. To get the best results, you need to augment your existing CRM system to increase its overall effectiveness and maximize your return on investment. With so many tools on the market to choose from, you need to be careful to select ones that are going to drive the greatest value. As we’ve seen, enhancing your CRM with a sales enablement tool is a great way to do just that by making your sales reps lives easier so that they can focus their energy where it matters most.

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Advisor Enablement, Financial Services, Sales Enablement, Technology & Data
With Market Headwinds Intensifying, Here’s a Better Way to Work with Clients

With Market Headwinds Intensifying, Here’s a Better Way to Work with Clients

Jake Pieruccini
Written by Jake Pieruccini September 20, 2019

In recent months, global markets have become increasingly volatile. Slowing economic growth, weakening corporate earnings, and an escalating trade war with China are among the many factors conspiring to disrupt the economy and rattle investors. And, while the US economy has been expanding since 2009 — making this the longest period of uninterrupted growth in…

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Asset Management, Content Strategy, Sales Effectiveness, Sales Productivity
Is Your Content Aligned to How Your Clients Make Decisions?

Is Your Content Aligned to How Your Clients Make Decisions?

Jake Pieruccini
Written by Jake Pieruccini September 12, 2019

With a tool like Seismic, sorting through all of that content, finding the right components, and pulling it all together is easy. Seismic automates the process for you so that creating custom presentations, pitchbooks, and proposals becomes quick, easy, and efficient. A process that might otherwise take hours, if not days, can suddenly be completed in seconds.

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Advisor Enablement, Asset Management, Buyer Engagement, Buyer's Journey
Challenges with Cross-Selling in Commercial Banking and how Technology can Help

Challenges with Cross-Selling in Commercial Banking and how Technology can Help

Jake Pieruccini
Written by Jake Pieruccini July 15, 2019

For banks, lending is getting less profitable and funding has gotten more costly. According to David O’Connell of the AITE Group, this means banks need to embrace lending as the “tip of the spear” and field new opportunities to acquire deposits. Maximizing collaboration between lenders and treasury management and “treating all products and services as…

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Advisor Enablement, Banking, Buyer Engagement, Technology & Data
Financial Services CMOs: It’s Time to Start Proving Revenue

Financial Services CMOs: It’s Time to Start Proving Revenue

Jake Pieruccini
Written by Jake Pieruccini May 15, 2019

Today’s financial services CMOs have a lot on their plates. In addition to traditional marketing functions, they’re expected to wear a variety of other hats, such as owning the customer experience and making critical decisions about technology spend. In asset and wealth management specifically, CMOs face the additional challenges of having to deal with an…

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Advisor Enablement, Content Analytics, Wealth Management