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Banking on Transformation: Unlock the Future of Financial Services with Value Stream Management

Planview

Financial services organizations are navigating a rapid pace of change, driven by technological advancements, shifting consumer demands, and the complexity of global economic forces. Technological Advances : Innovations in AI, machine learning, and digital currencies redefine how organizations operate and meet consumer expectations.

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Why 2026 Demands a Different B2B Sales Strategy

SalesGlobe

For example, a financial services company increased its hybrid sales reps by 50% and invested in technology to enable virtual selling. We wrote the books on sales innovation with The Innovative Sale , What Your CEO Needs to Know About Sales Compensation , and Quotas! Design Thinking to Solve Your Biggest Sales Challenge.

B2B
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Retail Banking Industry Value Chain: Deep Dive

Flevy

From customer acquisition to wealth management and fraud prevention, each activity plays a role in creating value and delivering financial services. The Catalyst for Growth in Retail Banking Innovation is the engine that drives growth in retail banking, especially in a market where customer expectations are rapidly evolving.

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Winning Over Buying Groups: How to Sell to Multiple B2B Decision Makers

Brooks Group

Technical Decision Makers (CTO, IT Director, Engineering Manager) Depending on the product or service, these stakeholders need to understand technical feasibility, integration capabilities, and performance specifications. Theyre looking for compatibility with current systems, scalability, and technical innovation.

B2B
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Why 2026 Demands a Different B2B Sales Strategy

SalesGlobe

For example, a financial services company increased its hybrid sales reps by 50% and invested in technology to enable virtual selling. We wrote the books on sales innovation with The Innovative Sale , What Your CEO Needs to Know About Sales Compensation , and Quotas! Design Thinking to Solve Your Biggest Sales Challenge.

B2B
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Maximising Sales with Monetisation Models

MTD Sales Training

This model is prevalent in financial services and online marketplaces. Technology Integration There are several different technological innovations you can integrate to help maximise revenue. Certainly, this is a challenging model when rolled out to enterprise scale, requiring a complex balancing act between risk and reward.

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The Need for Role Alignment

SalesGlobe

An example of this is a financial services company that maintained separate “Commercial Banking Specialists” and “Small Business Specialists” roles based on a decade-old system, despite the fact that these specialists were now handling identical client portfolios.