Remove industries banking-sales-training
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Driving Performance in Financial Services: The Allego Advantage

Allego

Companies have a wide selection of sales enablement platforms to choose from, but none deliver the unique blend of compliance focus and enablement support that Allego does for financial services firms. Empower Client-Facing Teams: Speed up training and streamline content delivery to reduce costs and make your teams more agile.

Insurance 118
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“Why I’m So Interested In Selling,” Jack Malcolm

Partners in Excellence

He’s also written one of the best books on “communications,” in Lean Communication , as well as Strategic Sales Presentations. At that time the banking industry was very heavily regulated, so we didn’t have to compete too hard for customers. So, tell me why I should bank with you.”

Banking 73
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“Why I’m So Interested In Selling,” Gus Maikish

Partners in Excellence

He started a few years before me and was managing some significant banking accounts for IBM. Gus progressed in his IBM career, later managing one of the largest banking accounts, Citibank. In 1972 IBM was doing on campus interviews for sales people. It was the sales reps who called the shots and made the money.

Banking 77
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4 Tips for Preserving Institutional Knowledge When Employees Leave

Allego

Start by creating a knowledge bank. Why You Need a Knowledge Bank Workers at both ends of the career spectrum are leaving the workforce. Experienced employees have an intimate understanding of the company’s product or service, its processes, its audience, and the industries it works within. Company and industry best practices.

Hiring 107
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Make Your Sales Force Your Loyalty Program

Sales and Marketing Management

Author: John Larson A few weeks ago I was having lunch with a friend, a successful executive who has run large sales organizations for three different companies. Now, I am in the process of closing each account and transferring them to Bank ABC. Why don’t you just keep your accounts at Bank XYZ?”. “I

Loyalty 290
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The Adapter’s Advantage Podcast: Episode 22 Featuring Rhomes Aur

Allego

Aur has over 40 years of experience in the financial services industry and more than 33 with First Horizons Advisors , the wealth management division of First Horizons Bank. He has served in a wide range of different roles across retail, commercial, banking management, strategic planning, wealth management, and private client.

Banking 147
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Sales Enablement, Upping The Game….

Partners in Excellence

This may be my own ignorance of programs leading sales enablement organizations are implementing. It’s driven by an observation about discussions I hear among sales enablement folks and observations from perusing my feeds. ” Reflecting back numbers of years, my first customers were major money center banks.