In-Depth Findings Review: Next-Generation Distribution Enablement

Based on surveys with 35+ asset management firms (including a number of SME Forum members), and over 100 financial advisors, Bill Sheldon, SVP leading MarketBridge’s Financial Services practice, shares research and insights on how changing market dynamics are evolving sales, marketing, and distribution effectiveness. Most importantly, the research identifies what asset managers must do to transition to next-generation distribution—or risk falling further behind.

Distribution Enablement 2021 – How Asset Managers Can Enable Financial Advisors

Last year, distribution enablement changed overnight as the industry went virtual. In this on-demand session, we present our recent survey results as Financial Advisors navigate the post-COVID landscape, face new needs and expectations, and engage with Asset Management firms differently than before.

Webinar: 3 Priorities for Marketers to Win in the Subscription Economy

Watch our 30-minute on-demand webinar as our analysts review how top technology firms are rethinking traditional marketing tactics in the Subscription Economy during this massive transition.

On-Demand Webinar: Sales Enablement Outlook 2021

Watch the on-demand, 30-minute video where we cover how Tech leaders plan to enable sellers on new and innovative techniques in the post COVID-19 environment.

Inside the Mind of the Benefits Buyer: Lessons from Open Enrollment 2021

2020 brought a wave of massive change to how carriers, brokers, employers, and employees sell, consider, and buy various benefits. Access our on-demand webinar for a summary of our observations during the Open Enrollment period including four core strategies for 2021 growth.

Activating Competitive Response to Fintech Disruption

Access our on-demand webinar to learn how Financial Services incumbents can capitalize on the advantages they already have and execute tactical go-to-market actions to respond to FIntech competition.

Reboot Sales Enablement: Arming Sellers in the New Go-to-Market Reality

Market leaders have changed how they go to market during this disruption, focusing on how to accelerate sales initiatives. Now is the time for all B2B enterprises to consider a seismic shift in sales enablement, one that equips direct and indirect sellers with data-driven targeting, messaging relevance, and unique differentiation. Watch the 30-minute on-demand webinar  as we share how to transform your sales enablement in this new environment to reach optimal sales productivity.

Reboot Sales Territories: Rethinking Geographic Territory-Based Sales Models

Is it the beginning of the end of the traditional territory-based sales model? The prominent geographic driven sales segmentation is fading. Watch the 30-minute on-demand webinar as we cover how to optimize sales models in this new reality and how to apply data-driven sales motions for faster sales cycles and greater ROI.  

Reboot Customer Retention: Using Data to Idle Defection Risk

Most companies can expect the inevitable, 10-20% YoY attrition of existing buyers. But under pandemic circumstances, businesses can’t risk any additional loss furthermore making “the customer experience” an important area of scrutiny. Join us on Thursday, June 11th at 3:00 PM ET as we cover the specific data points needed to predict at-risk-buyers and improve CX.

Reboot Customer Cross-Sell: How to Capitalize on High Yield Opportunities Now

As companies bounce back from lockdowns, sales and customer experience teams need to focus their resources on high yield revenue opportunities for an aggressive restart. It’s a no brainer for organizations like these to focus on existing customers – today’s installed customer base drives at least 80% of tomorrow’s revenues. Join us on Thursday, May 28th at 3:00 PM ET as we cover the specific datapoints needed to predict a buyer’s growth potential AND how to drive scalable cross-sell programs for your front-line teams.