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The Digitalization of the FinServ Sales and Marketing Process

HOW FINANCIAL SERVICES FIRMS CAN DIGITIZE THEIR SALES AND MARKETING PROCESSES USING CLOUD TECHNOLOGIES LIKE SALESFORCE WHILE STAYING COMPLIANT WITH GDPR


DavidDerrier
The financial services sector is in full digital transformation and catching up with some of the more dynamic industries. A set of macro-economic and demographic influences makes change inevitable.

Consumer trends like eCommerce, more stringent regulations such as GDPR, and the growing globalisation are changing the way clients act – and impacting the way financial services firms need to be run. SalesWings, a lead intent profiling solution for financial services companies running on Salesforce, spoke with Cloud and Customer Relationship Management (CRM) expert David Derrier from European Salesforce consulting firm Nexell about how financial services companies can go about change.

SalesWings: David, at Nexell you are helping financial services firms digitize various aspects of their sales process with the Salesforce.com platform. What is the current state of the industry in the area of digitization?

David Derrier: “Although things are changing quickly, the Financial Services industry can still be considered an “old-fashioned” sector. Many of the organizations are still working with Excel sheets and rely on manual, time consuming processes. As they are fully focused on compiling information and delivering reports in a highly regulated environment, they have little time to take a step back and optimize their way of working: streamlining their procedures, develop a true Key Account Management strategy, better target communications, etc. It’s fair to say that those who are making a move can get true competitive advantages.”

SalesWings: What are some of the key challenges that financial services firms are facing in regards to transforming and modernizing their existing process?

Read the full article here...

 

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