HOME  »  SUCCESS STORIES  »  Financial Services Industry

Success Stories - Financial Services Industry

Financial Services Industry Sales Training – 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.

Financial Services Industry Sales Training - 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.

Team Selling and Cross Selling Approach Needed at a Major Mutual Fund Company

Financial services and mutual fund firm needed to improve the ability of newly-formed sales teams to cross sell additional products and services

Financial Services Firm needs Leadership and Influence Training for Managers

Newly promoted managers at large financial advisory firm needed coaching and influencing skills

Sales Training for Mutual Fund Professionals - Team Selling Training

Team selling approach needed for key accounts at major mutual fund company

Financial Services Sales Training - Cross selling & Consultative Sales Training

Inbound call center at large financial services firm improves cross-selling and consultative selling abilities

Request more information