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…
“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…”
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…
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…
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…
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…
The theme of this year’s International Women’s Day is #EmbraceEquity. But what’s the difference between equality and equity? Let’s understand this with the help of
Financial Advisors are always on the move meeting clients and prospects. And when they’re at their desk, they’re busy with paperwork, sharing quotations, vetting documents and learning about new products. They hardly get the time to sit down at their computers and update their CRMs. How to make their lives easier? Here’s the answer…