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Some of the common challenges agents and distributors face in the Financial Services Industry

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No industry is untouched by the evolving trends as the markets and customer behaviours have changed over time and this change will remain constant for the foreseeable future. With the digital expansion, the opportunity for distribution reach via agents, distributors and more has also grown.  “Within the financial services realm, organizations anticipate that 65% of …

Digital Marketing Automation for Insurance Agents

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Any innovative conversation is incomplete without Digital transformation in recent years. In a fast-changing world, keeping business more customer-centric, as well as, employee-centric while achieving the desired business goals is a very significant step. Communication, engagement, collaborations and demands have shifted online. Before any big or small decision, consumers want to refer online and this …

Empowering hybrid sales teams: Resolving content chaos

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Today with digital initiatives taking pace, the volume of content generated has peaked and along with it the challenge of managing it to its full potential. Imagine managing it poorly and it can create a lot of chaos for the organisation like compliance issues, outdated content, delayed processes, lost content and much more. Hence, how …

Human interaction and modern selling- How has it changed?

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Over the years with growing technological advancement, the buyer journey and selling have evolved drastically. The continuous loop between awareness and purchase involves multiple touchpoints, communication channels, the right buyer persona and many other things that decide whether anyone will buy or not. So, strategies need to find a near-perfect balance between people and technology. …

All that you should know about CRM (Customer Relationship Management)

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CRM stands for customer relationship management, a combination of strategies, processes, and technologies to engage, retain and acquire customers. It’s a well-integrated technology that helps manage relations and interactions with existing and potential customers.    It helps you keep track of the interactions and identify their interests and behaviour by keeping a record of them. It …

Digital Asset Management (DAM): What is it? And why do you need it?

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Digital Asset Management is one of the fastest-growing industries and what’s driving this change is the growing digitisation of content, collaboration, delivery, access control, security and more.  How often does it happen that you search for content, and it takes hours to find it? Do you have any centralised location where you know you can …

Increase Sales Efficiency to Improve Sales Performance

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One of the concerns that many businesses have is the effective use of time and resources to get better deals and engage customers. Though the KPIs may differ from organisation to organisation, tracking sales efficiency and ensuring productivity should be considered important. Sales efficiency measurement is essential to provide insights into individual and team activity. …

Leveraging Extended Enterprise in the Digital Era

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With the rise of the digital era, the business world has become competitive. Working in isolation is no more an option for the companies and their success depends upon a network of partner relationships came to be known as ‘Extended Enterprise’. The term stands for the network of channel partners like agents, advisors, partners, contingent …