5 Ways To Get Better At Financial Sales
Unlocking the key to sales excellence is a perpetual pursuit for professionals seeking to elevate their performance. In this blog, we explore actionable strategies and
An interview with Uthra Parameswaram
With nearly 87% of financial service customers beginning their journey online, digital banking isn’t going away any time soon. In fact, with new developments in
Building Lasting Client Relationships: The Key to Agent Success
The significance of building strong, long-lasting relationships cannot be overstated, especially in the insurance industry where trust and reliability are a prerequisite. As Millennials and
Five Lessons Sales Apps Can Learn from Consumer Apps
The number of customers who are banking through mobile applications is only increasing. According to an Asia Pacific Survey conducted in September 2023, 87% of
3 Banking Sales Process Mistakes That Will Ruin Your Bottom Line (and How to Fix Them)
Are your banking sales processes dragging you down? It could be due to improper lead management, lack of coaching, or inaccurate performance tracking. Find out…
Money Talks: Financial Literacy to Sales Success
“Financial jargon can be a roadblock for salespeople when pitching to Gen Z and Millennials, who make up over 60% of the market share. Businesses should focus on coaching sellers to reach this digitally-savvy cohort. Know more…”
Using Alternate Data to Elevate Your Sales Game
Post-pandemic, India’s financial and demographic landscape has shifted. It’s now estimated to have the highest share of the working-age population by 2052. How can Alternate Data uplevel your sales game? Know more…
CRM For Insurance Agents: A Complete Guide
Insurance agents have to manage a huge amount of customer data, from contact information to policy details. A CRM system can help agents organize and manage this data more efficiently. Know more…
How can Sales Laggards become Leaders?
Did you know that sales reps spend only 35.3% of their time selling?! A rep’s time is often wasted in non-selling, manual, repetitive activities. Technology can stand out as the key differentiator between an average agent and a superstar. For more…
Go Phygital with your credit management
How game-changing will it be if a sales rep can send the right promotional content to the right audience, select the appropriate customer acquisition channel, and uberize debt servicing with digital enablers? That’s what a next-gen banking sales solution brings to the table! For more…