A financial services firm needed to upgrade the skills of the sales support team to increase Request For Proposal (RFP) success rate.
Financial services and mutual fund firm needed to improve the ability of newly-formed sales teams to cross sell additional products and services.
An international provider of point-of-sale data for investors needed to upgrade sales capabilities to aggressively grow their business.
Newly promoted managers at large financial advisory firm needed coaching and influencing skills.
Inbound call center at large financial services firm improves cross-selling and consultative selling abilities.