Posts Tagged ‘Investments’

Wow, My Business Is Doing Better Than Ever

Data Is Key Across the Sales Enablement Platform

My previous blog analyzed how technology and the right team can improve your sales enablement program. This blog explores the benefits that data can bring to your sales enablement program. In addition to the technology and having the right teams involved, data – where and how it is sourced, stored, stewarded, refreshed, and enriched – […]

Formulating New Business Models

Success Criteria for an Effective Sales Enablement Program

Previously, I discussed the role of sales enablement in investment management. This blog analyzes how technology and the right team can improve your sales enablement program. For a sales enablement program to be successful at its launch and continue to be effective over time, it has to have the right mix of technology tools, and […]

Focus And Dedication Got Her Far

The Role of Sales Enablement in Investment Management

Forrester Research defines sales enablement as “A strategic, ongoing process that equips all client-facing employees with the ability to consistently and systematically have a valuable conversation with the right set of customer stakeholders at each stage of the customer’s problem-solving life cycle to optimize the return of investment of the selling system.” Sales enablement is […]

Investment Management

[Guide] Developing a Thriving Investment Management Sales Enablement Program

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. […]

Spurring Growth Initiatives Through Tax Reform in Insurance

Recent months have seen many discussions and questions about tax reform and its impact on the industry as a whole. The introduction of lower corporate tax rates in the U.S. has created a jubilant atmosphere, as the rates are generally expected to boost earnings and investments for many insurers. Companies including Aflac, MetLife, Travelers, and […]

Cognitive Cloud is Driving Financial Transformation

Stock market investment has been a topic of discussion for much of the last century. From maximizing returns to understanding trends, the process has generally been manual. The cognitive cloud is changing that. Disruptive technologies are fundamentally altering the financial technology industry. They’re reducing the complexity of investment decisions by making offers and products more […]

What Financial Firms Can Learn From Mark Zuckerberg & Facebook

A couple of days ago, I posted this piece on a different blog at Perficient, but thought it was interesting enough to share it with those who work in the banking and insurance industries. –  –  – Mark Zuckerberg, Facebook’s CEO, recently took a trip to Alaska as part of his personal challenge to have […]

Lessons From Mark Zuckerberg’s Alaska Trip & Early Facebook Days

Mark Zuckerberg, Facebook’s CEO, recently took a trip to Alaska as part of his personal challenge to have visited every state in the U.S. by the end of 2017. In a post, he shared his thoughts on Alaska’s Permanent Fund Dividend, which provides residents with a portion of the oil revenue the state makes. Each […]

100+ Examples Of Digital Transformation In Financial Services

Similar to the way digital transformation means different things to different people, there are myriad types of projects and initiatives that fall under the concept of digital transformation, including: Implementing methods that enable changes to be made quickly on digital platforms, such as websites, mobile, social, and portals Developing websites and portals that are mobile-friendly […]

How Digital Transformation Begins In Financial Services

Most digital transformation initiatives begin with customer journey mapping, a process that helps one fully understand the dynamics of the target customer and their behavior. Journey mapping connects the dots from a customer’s initial interaction with a brand, through their entire experience with that brand via multiple channels (e.g., website, mobile app, phone call, direct […]

Why Digital Transformation Matters In Financial Services

In today’s digital age, consumers have evolved to become far more independent and self-sufficient. They expect access to information, services, and products to be quick, easy, useful, engaging, and even entertaining. Businesses that are not yet meeting these new expectations are falling behind the curve. But this particular curve is not just the trend of […]

Digital Transformation In Financial Services Defined

While it means different things to different people, digital transformation is a movement. According to the research firm Altimeter, the definition of digital transformation boils down to this: “The realignment of, or new investment in, technology and business models to more effectively engage digital customers at every touchpoint in the customer experience lifecycle.” Digital transformation […]

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