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Viewing posts in the Financial Services category

SS&C Report: Why 70% of Asset Managers Will Choose Allego

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According to a recent report by the financial technology provider SS&C, 90% of all asset management firms have adopted a sales learning and readiness platform, and 70% will choose Allego. Published in February 2019, the report examines the growing adoption of sales learning and readiness technology in the asset management industry. Crazy Not to Consider Sales Learning Technology Of the asset managers surveyed by SS&C, 94% said they get value from training and coaching technology. This offers two important messages for every late adopter: (1) your peers obviously know something about this... Continue Reading

How to Prepare for Sales Calls with a Content Locker

Before an athlete runs onto the playing field, or an actor walks on stage, you’ll find them in their locker room (or dressing room) putting on equipment or costumes, reviewing plays or running lines with fellow actors. Just before “showtime,” they gauge the size and mood of the crowd to get a feel for the energy, and if they’re mute (or hostile), they’ll have to overcome it Although sales reps are also performers, most don’t have a physical locker room where they can do last-minute prep before the game, especially when they’re... Continue Reading

To Boost Adoption of Modern Sales Learning Tech, Follow the ‘7 C’s of High Engagement’

One mistake often made by early adopters of new technology is that they assume everyone will automatically embrace their favorite new technology, product, or service. “How can they not fall in love with this?” they think. “The benefits speak for themselves!” Unfortunately, the benefits of even the most revolutionary products aren’t always self-evident. According to Business Insider, for example, the man who introduced the umbrella to Britain’s streets in the 1750s (Jonas Hanway) was pelted with garbage and insults by his fellow pedestrians. Don’t Take Engagement for Granted To our knowledge, no... Continue Reading

How Nuveen Expanded Their ‘Content Creator Pool’ for Better Learning and More Consistent Messaging

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Want to learn how to fix a leaky faucet? Call up a YouTube video. Need an analysis of how the midterm elections might affect your mutual funds? Ask Alexa to round up relevant articles, blogs, podcasts and videos from top subject matter experts. Despite the much-heralded “democratization” of content creation that helps people every day, many companies still rely on a tiny number of “the usual suspects” for their communications and sales training content. If not for the fact that much of this content is distributed by email, you might think the... Continue Reading