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ON-DEMAND WEBINAR
Energizing Digital Financial Services Sales Strategies
Original Broadcast Date: January 30th, 2014
Ellen Carney
Principal Analyst
Benjamin Ensor
Vice President, Research Director
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Description
Forrester recently surveyed the heads of digital at North American retail banks, insurers, and wealth management companies to understand their priorities for 2013. Tops in budget priorities and hiring this year is not mobile or social — it is digital sales. Customers in developed economies are moving away from traditional channels — branches, agents/advisors, and call centers — to digital touchpoints to research financial products and seek advice and guidance and make purchases. This webinar discusses the current state of digital sales, consumer data, best practices, and emerging sales trends.
Agenda:
- What are the trends in consumer sales for the research and purchase of checking, credit cards, mortgages, investments, and insurance?
- What are the best practices and new thinking when it comes to merchandising, applications, onboarding, and cross-selling of financial services?
- How should digital financial services firms create a holistic approach to key aspects of the sales funnel, including marketing/merchandising content and tools, the online application, and new customer onboarding?
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