Global competition and growth opportunities in financial services have prompted the need for asset and wealth management firms to offer new products, funds and alternative asset classes to help clients build diversified investment portfolios and attain financial goals. To capitalize on future opportunities and growth demands, firms are also being forced to rethink sales and marketing strategies as their digital footprint continues to grow exponentially.

This guide highlights many of the sales enablement challenges organizations are currently facing and discusses process reengineering best practices to improve sales and marketing efficiency for a financial institution.