by Ryan Johns | May 26, 2022 | Blogs, Buyer Engagement, Enablement, Financial Services, Other
Today, 75% of investment banking clients expect personalized experiences with deal teams. Two-thirds of clients prefer digital interactions. As a result, getting and keeping clients is harder than ever before. In order to win more deals and build stronger...
by Ryan Johns | Mar 9, 2022 | Banking, Blogs, Buyer Engagement, Enablement, Financial Services
In the past, banks reached most of their clients through brick-and-mortar branches, networking events, and word-of-mouth marketing. Like many other industries, there has been a digital transformation in banking that requires institutions to think and operate...
by Ryan Johns | Jan 20, 2022 | Blogs, Customers & Partners, Financial Services
Today, clients have different expectations from their financial advisors. For many younger investors, golf outings are becoming a thing of the past. Clients have access to a variety of financial tools that allow them to choose from multiple advisors or even go at it...
by Ryan Johns | Oct 1, 2021 | Blogs, financial advisor efficiency, Financial Services, Product & Tech Innovation
How to simplify quarterly commentary – Seismic See Lessonly by Seismic in action at Yellowship, Oct. 5-6.. Seismic is now available in the Microsoft Azure Marketplace.. See Lessonly by Seismic in action at Yellowship, Oct. 5-6.. Seismic acquires Lessonly,...
by Ryan Johns | Jul 20, 2021 | Blogs, Financial Services, Industry & Events
The convergence of in-person and virtual sales in financial services – Seismic Seismic is now available in the Microsoft Azure Marketplace.. Source link
by Ryan Johns | Nov 10, 2020 | Blogs, financial advisor, Financial Services, relationship management, Sales Effectiveness, world-class experience
In our prior blog post, transforming sales teams in financial services (part 1), we discussed the challenges Financial services firms face in delivering a best-in-class client experience. We saw an example where a poor experience was delivered and felt all too normal...
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