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State of Sales Enablement in Financial Services

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In the first-ever State of Sales Enablement in Financial Services report, roughly 100 enablement and sales professionals across the globe were surveyed by Sales Enablement PRO. This report serves to understand what enablement looks like at financial services organizations and how it has a demonstrable impact on the business.

Key Findings:

  • Leverage Sales Enablement Technology: Optimizing the tech stack through adoption of enablement tools is one of the ways financial services companies are improving the success of their client-facing teams.
  • Drive Consistency Through Content: To provide a consistently positive experience for clients, enablement can support regular updates and management of content so that reps always have the right materials they need — and technology can help streamline this process.
  • Provide an Enhanced Client Experience: Enablement can help reps cultivate the more personalized engagements that clients are seeking through Sales Plays that include relevant information and assets designed to build meaningful connections with their clients.

Download the report today to find out how enablement teams are structured in the financial services industry and how they help drive sales productivity for your organization!

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