In today’s rapidly evolving banking landscape, institutions face the challenge of maintaining seamless operations across diverse business units and a broad product portfolio, all while engaging customers through multiple offline touchpoints. Frontline sales teams—primarily Relationship Managers and Field Sales Teams—are crucial in navigating these complexities and driving exceptional results. However, to meet their targets, these sellers often rely on an overwhelming array of tools designed to simplify their work, leading to "tool fatigue," where the excess of resources becomes counterproductive.

To truly excel in their roles, frontline sellers need more than just tools; they require real-time, actionable support that empowers them to engage customers more effectively, fostering deeper relationships and trust. They need a comprehensive, adaptive sales playbook—one that optimizes offline interactions, streamlines workflows, and equips them to tackle any sales scenario with confidence and agility.

This exclusive roundtable will convene leading minds in the banking industry to address these critical challenges. We’ll explore the current state of offline selling, identify the limitations faced by frontline sales teams, and uncover the innovative strategies and technologies that industry leaders are implementing to transform challenges into opportunities for growth. Attendees will gain invaluable insights into how the right sales playbook can not only enhance engagement with customers but also drive significant revenue impact.

Key Themes & Talking Points

• Empower Sales Teams: Equip Relationship Managers with actionable skills to engage customers meaningfully.
• Customize Sales Strategies: Adapt sales approaches to cater to the unique needs of diverse customer personas.
• Prioritize Practice-Based Learning: Shift from checkbox training to impactful, hands-on learning experiences that enhance sales capabilities.
• Leverage Generative AI: Utilize AI to create dynamic, field-ready content that improves sales team efficiency and responsiveness.
• Enhance Personalized Communication: Develop tailored communication strategies that strengthen customer engagement and loyalty.
• Foster Continuous Improvement: Promote a culture of ongoing training and development for sales teams to stay ahead in the competitive landscape.