Banking

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8 Reasons Your Sales Reps are Losing Deals

8 Reasons Your Sales Reps are Losing Deals

Dan Burtan
Written by Dan Burtan July 23, 2019

Buyers have taken control of the modern sales cycle, and successful salespeople today know they need to act like trusted advisors with prospects to simplify their decision-making process, understand their needs and behavior, and deliver immediate value, otherwise they will lose the deal. Great sales managers and sales reps won’t just accept that a deal…

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All Industries, Buyer Engagement, Sales Effectiveness, Sales Enablement
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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Banking, Advisor Enablement, Buyer Engagement, 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
Pitch Perfect: How Sales Enablement Can Optimize  Your Bank’s Competitive Differentiation Strategy

Pitch Perfect: How Sales Enablement Can Optimize Your Bank’s Competitive Differentiation Strategy

Shaalin Parekh
Written by Shaalin Parekh June 3, 2019

It’s no secret that B2B banking is becoming increasingly commoditized. These days, small- and medium-sized companies are using far more banks than even just a few years ago: according to Gartner’s 2016 Study: “A New Basis for Competitive Advantage,” 53 percent of companies use four or more financial providers. Meanwhile, Fintech competition is also ramping…

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Banking, Buyer Engagement, Digital transformation, Sales Enablement
10 Tips for Sales and Marketing Content Alignment

10 Tips for Sales and Marketing Content Alignment

Dan Burtan
Written by Dan Burtan May 24, 2019

When organizations think of sales and marketing alignment, they often focus on demand generation. As content continues to grow as a critical component in successful selling, organizations must now take steps to align around content as well. Because buyers are savvier and more educated, they expect salespeople to present them with content that is relevant…

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All Industries, Buyer Engagement, Buyer's Journey, Content Analytics