The Sales Success Formula in Financial Services: Blending Customization and Compliance

Free Webinar

Are you a trailblazer or falling behind?

The financial services industry faces obstacles that make it difficult to gain new clients and asset acquisition. The quest: to be more buyer-centric, personalized, and up-to-the-minute. Marketing teams are responsible for creating sales content, but presentations aren’t always well-received by the sales group. Salespeople tend to tweak presentations themselves, creating “rogue” content that is not marketing-approved. In addition, there are compliance approvals and exposure to risk if any procedure is bypassed.

Financial service institutions are realizing they need to digitize and automate their processes in order to improve brand consistency, customer-centricity, compliance, and, measurement. By adopting a digital-first approach, companies can develop holistic solutions that enable branded and custom content, while also allowing the flexibility to create personalized and compliant materials.

In this webinar, Synthesis and Mediafly will discuss how to begin a digital transformation initiative and share the foundation you’ll need through three pillars of success.

Key Takeaways

  • Understand the holistic solution that fosters a customer-centric approach
  • Direct benefits of digital transformation including predictive analytics, materials automation, and sales enablement
  • Tips for getting started today

Learn More