How to overcome sales challenges in the financial services industry
10/10/2020
20 min read
Sellers are only as good as the relationships they foster. Read our eBook, Four common sales pitfalls for financial services—and how to overcome them, to get the tools you need to build trust and close deals.
In this download, we'll cover:
Current landscape of the sales role in the financial services industry
Four most common sales challenges faced within the financial services landscape
Solutions to simplify the sales process and win time back to focus on clients, with real-life success stories
Sales in financial services are increasingly competitive, with various factors vying for salespeople's attention. However, focusing on clients' needs is crucial in today's challenging market. The financial industry is built on client service, and the digital revolution makes tailored customer service even more critical.
Finance's complex technological infrastructure and intricate regulatory workload processes have placed administrative burdens on advisors, brokers, and salespeople. Financial institutions must improve their agility and accuracy, while differentiating themselves through superior customer experience. To achieve this, streamlining sales processes, improving productivity, and reducing operational challenges are essential.
Download our eBook for tips from industry experts on simplifying the sales process and growing your focus on clients.
Related Resources
-
The revenue imperative: overcoming efficiencies to maximize growth GuidesCLMThe revenue imperative: overcoming efficiencies to maximize growth
Read the full report, The revenue imperative: overcoming efficiencies to maximize growth03/14/202520 min read -
Get started with Conga Composer GuidesDocument automationGet started with Conga Composer
You’re just five steps away from document automation success. Use this easy-to-follow guide to help you create stunning templates, merge data, send, and automate your documents with ease using Conga Composer.05/02/20242 min read -
Unpacking CPS 230 CLMDocument automationUnpacking CPS 230
Starting in July 2025, APRA-regulated businesses will be subject to new requirements focused on reducing risk within everyday operations and ensuring business continuity if (and when) those risks are realized.For businesses of all sizes, the new requirements offer an opportunity.10/28/202410 min read -
Top 8 banking challenges and solutions BlogDocument automationTop 8 banking challenges and solutions
For banks and credit unions, nothing is more important than building deep, lasting customer relationships. But it’s no secret that the paperwork and processes powering those relationships require significant time and effort.06/07/20245 min read
