Financial Services Industry
Success StoriesInternational Financial Services Firm – Sales Support Group Writes More Winning RFPs
A leader in the financial services industry wanted to increase their Request for Proposal (RFP) success rate and identified a need to upgrade the skills of the sales support team that wrote much of the RFP content.Mid Sized Financial Specialty Provider - Selling Skills Workshop and Individual Skill Assessment
An international provider of point-of-sale data for investors wanted to upgrade the capabilities of their sales organization in order to aggressively grow their business worldwide.Mutual Fund Company - Team Selling and Cross Selling
Financial services and mutual fund firm needed to improve the ability of newly-formed sales teams to cross sell additional products and servicesFinancial Advisory Firm - Leadership and Influence Training for Managers
Newly promoted managers at large financial advisory firm needed coaching and influencing skills.Major Mutual Fund Company - Team Selling Training
Team selling approach needed for key accounts at major mutual fund company.Financial Services Call Center - Cross selling and Consultative Sales Training
Inbound call center at large financial services firm improves cross-selling and consultative selling abilities.