Flevy

OCTOBER 24, 2024

From customer acquisition to wealth management and fraud prevention, each activity plays a role in creating value and delivering financial services. A robust value chain not only ensures operational efficiency but also drives customer loyalty and enhances risk management.

Banking 52

Banking Retail Acquisition Value Proposition 52

Arpedio

OCTOBER 7, 2024

The ARPEDIO Advisory Board consists of: Chair, Sander Daniels: Investor/Advisor at Quality Clouds, Former Regional VP for Salesforce Financial Services EMEA and CEO of Client Intelligence Dashboard LTD. Anne Slough: Executive Director, Revenue Enablement at Trinet and former Senior Analyst at Forrester.

Financial Services 52

Financial Services Telecommunications Innovation Investors 52

Revegy

FEBRUARY 4, 2020

In a recent webinar conducted with Revegy, a leading technology platform for customer revenue optimization, and FinListics, the solution for financial analytics that power insight-led sales, top-performing sales leaders indicated that being a trusted advisor is more elusive than most sales and account managers think.

Finance 64

Finance Investors Financial Services Account Management 64

Arpedio

JANUARY 13, 2025

” The ARPEDIO Advisory Board now includes: Chair, Sander Daniels : Investor/Advisor at Quality Clouds, Former Regional VP for Salesforce Financial Services EMEA and CEO of Client Intelligence Dashboard LTD. 1 Account-Based Selling Platform Powerful alone. Opportunity Management Boost win rates, reduce sales cycles!

Innovation 52

Innovation Investors Financial Services Leadership 52

SBI

JUNE 25, 2019

Showpad , the leading sales enablement solution, has secured $70 million in Series D funding, a combination of debt and equity, led by Dawn Capital and Insight Partners with participation from existing investor Hummingbird Ventures and new investor Korelya Capital. Account Planning. It provides users with. Industry News.

Investors 29

Investors Account Planning Banking Finance 29

SalesGlobe

APRIL 27, 2022

And there are certain people that are trying to sell it to the organization to sell it to the investor is. But they still aren’t really able to say, well, we think we can grow by 5% when, you know, the investors have said it’s going to be 15 or whatever the number may be, we don’t see them having an influence.

Acquisition 52

Acquisition Sales Account Management Organization 52

Zendesk

JUNE 28, 2022

This course includes training on account management, client mapping, relationship development, client retention, bid review, opportunity navigation, competitive positioning, and more. Score More Sales works with SaaS, technology, manufacturing, distribution, and financial services companies, among others.

Sales Training 52

Sales Training B2B Sales Profitability 52