Financial services firms – banks, asset managers and payment providers – need to rethink their go-to-market models to keep up with new clients and disruptive competitors. Understanding and capitalizing on changing buyer behaviors is key in the digital age. Our solutions help financial services businesses capitalize on the wealth of client data to reach higher quality prospects, ensure client retention, and uncover hidden cross-sell opportunities.
Many Financial Services firms aren’t using the wealth of available client data to identify the best new acquisition targets. Firms struggle to collect, maintain, analyze and deliver insights to relationship managers to get more clients in the door.
All firms have heard the value of cross-selling but few have realized the benefits. Businesses that understand the signals, triggers and prescriptive plays for cross-selling, while meeting compliance, will reap rewards.
Like many families, my son and I both have accounts that are linked at the same bank, and of course I sometimes transfer money online when his balance gets too low. (To be fair, he works hard to...Read the full article
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Download Brief: Solving Go-To-Market Challenges in Asset ManagementRead the full article