As financial service providers strive to keep pace with a rapidly changing market, empowering frontline sales teams are essential to delivering exceptional results. However, to effectively engage and sell, these teams need more than just a toolkit—they require an agile, adaptive sales playbook that provides real-time insights and empowers them to enhance customer engagement and significantly boost revenue.

This roundtable will unite industry leaders from the Insurance and Banking industry to explore current challenges in frontline sales, assess gaps in existing approaches, and discuss the transformative potential of innovative technologies. Attendees will gain valuable strategies for optimising sales playbooks to improve engagement, streamline workflows, and drive significant revenue growth.

Key Themes & Talking Points

• Empower Frontline Sales Teams: Equip Sellers with tools to engage & acquire customers effectively and build lasting relationships.
• Enhance Personalised Communication: Develop strategies for tailored communication that strengthen client engagement and foster loyalty
• Prioritise Hands-On Training: Move beyond traditional training methods to adopt practice-based learning experiences that elevate sales capabilities.
• Leverage Data driven Sales Content: Utilise data-driven insights to create dynamic, field-ready content that enhances sales team responsiveness and efficiency.