Acquisition Decision-making Financial Services 
Flevy
JUNE 17, 2024
The Fintech industry is transforming the financial services landscape by leveraging technology to provide innovative solutions that enhance the efficiency, accessibility, and security of financial transactions. Product development and innovation focus on creating new financial solutions that meet these needs.
Hubspot Sales
MARCH 15, 2018
When it comes to qualifying high-potential sales opportunities, salespeople look for: Senior decision-maker involvement. While sales leaders preach the need to “get in earlier” to sway customer thinking in the supplier’s favor, few have any concrete ideas for how or when to make that happen. Buying authority. Customer consensus.
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SBI
AUGUST 23, 2021
With the acquisition, Bigtincan adds best-in-class solutions for course authoring, course content creation, 1:1 video coaching with AI-scoring, and readiness scorecards to help customers train, coach, and assess the buyer-readiness of all customer-facing teams including frontline sellers, field marketing, and support. Media Contact.
Zendesk
OCTOBER 25, 2022
Fintechs have quickly emerged as major players in the global financial services industry. But implementing an exceptional customer experience (CX) strategy is one of the most effective ways for a fintech to differentiate its brand to drive higher customer acquisitions and improve retention rates. Making a human connection.
Openview
DECEMBER 12, 2018
Importance of understanding decision science. The neuroscience community’s understanding of how the brain makes decisions has accelerated rapidly in just the past few years. Optimizing selling activities, tools and processes with how the buying brain makes decisions would be a really valuable thing to know, right?
Jermaine Edwards
APRIL 16, 2020
If you were to take “Adaptation Theory” into the current world you’ll see the three basic types of adaptations happening: Structural adaptation : change in the business model Physiological adaptation : new skill acquisition Behavioural adaptation : new thinking and systems. Let’s break this down… Adapt Rapidly.
ACT
OCTOBER 18, 2023
For instance, sales team members can build a template for customer acquisition to streamline the workflow. Relying on templates eliminates guesswork from the process and helps sales reps make the right decisions without delays. Once the template is ready, they can use it every time a new prospect enters the funnel.
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