Four common sales pitfalls for financial services—and how to overcome them
Four common sales pitfalls for financial services—and how to overcome them
23 PagesEBOOK Four common sales pitfalls for financial services—and how to overcome themTable of contents Financial services: sailing on stormy seas Solution: simplify the sales process to better focus on clients How much core selling is really going on, day-to-day? How to spend more time with your clients and less on administrative work Getting down to brass tacks: the major sales pitfalls Pitfall #1: Dirty data Pitfall #2: Manual document generation and management Pitfall #3: Inaccurate quotes Pitfall #4: Manual contract management Streamline client paperwork for a better customer experience, end-to-end 3 5 6 8 9 10 13 16 19 22Four common sales pitfalls for financial services—and how to overcome them | 3 Financial services: sailing on stormy seas Financial sales take place i
