Financial Services

[Guide] Developing a Thriving Investment Management Sales Enablement Program

Investment Management

In an increasingly virtual and complex business environment, traditional selling and sales management methods at investment management firms don’t cut it anymore. In particular, firms face many challenges, including inaccurate or insufficient contact management data, an incomplete view of sales and transaction data, limited mobile-enabled solutions, and a lack of complete information available for analysis.

With growing client expectations and increased competition, it’s critical for investment management firms to leverage tools and strategies that enable their sales teams to connect with advisor clients and offer them tailored solutions.

To learn more about the role of sales enablement in investment management and the success criteria for an effective sales enablement program, download our newest guide.

About the Author

Nimish Puri is a senior project manager in the financial services practice with experience in leading teams to plan, analyze, implement, and manage strategic cross-discipline initiatives for technology enablement, process improvement, and business transformation. With domain expertise in investment management, wealth management, and data management, he works with clients to conduct strategic analysis and manage programs and projects.

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