Day 1: Sep 18, 2025
Day 2: Sep 19, 2025
11:30 am
SPOTLIGHT: POWERING CX THROUGH FIELD FORCE EXCELLENCE
Enhancing Advisor Engagement and Client Outcomes with Smart Sales Support Strategies
In the evolving landscape of financial services, empowering the sales journey with customer-centric tools and strategies is critical. Connect the dots between data, sales campaigns, and advisor relationships to proactively drive incremental growth while improving the client experience by:
- Sales-CX Alignment: How CX principles are being embedded into advisor support to elevate client relationships.
- Leveraging Data in the Sales Cycle: Explore techniques to use data for targeted outreach, proactive selling, and enhanced client personalization.
- Campaign Enablement: Strategies for enabling sales teams with tools, messaging, and support that reflect the voice of the customer.
Empower your sales support contact centre to improve both advisor satisfaction and end-client trust.
