Financial Advisors use CRM for better conversion.
The Problem: High customer interest, low conversion.
The Need: A financial advisor and brokerage firm was consistently missing sales targets. Attendance for events and client information evenings was high, and lead indicators suggested a strong appetite for their services. This was not reflected in sales.
How We Helped: We designed a custom reporting system for senior management, running from realtime sales and events data. This showed which advisors were doing well, and where they excelled, as well as where the underperforming advisors were falling short in their sales process.
The Result:The client rejuvenated the sales team, supporting this by a strong onboarding and education processes. At the conclusion of the programme, sales targets were not only met, but exceeded.