Financial Services Institutions have especially complex environments, but must be able to serve their customers with simpler processes and personalized experiences. However, point solutions and legacy systems have created disjointed experiences and workflows for customers and agents alike, leading to poor customer experience (CX). In this live event, join Appian thought leaders Michael … Continue Reading...
So instead of meeting with prospects one-on-one, and making dozens of presentations, a better option is to schedule a Webinar for each Wednesday night for example. Just invite your prospects and tell your team members to invite their prospects to the Webinar too. This way,  you, as the best presenter gives the best live presentation, and answers questions. Then each person takes over, and talks to their own prospects and directs them to their web sites to sign them up or make the sale. It’s been done for years, and some of the top recruiters benefit greatly from online Webinars.
Once you’ve revealed what’s behind the curtain, your next job is to drive the sale home with some old-fashioned psychology. This is where you remind them of their misery and how your product can swoop in to save them. Create a visual of success they can relate to, and use the word “imagine,” as it’s one of the most powerful words in the English language.
"I invested $10,000 to learn similar content from another well-known industry leader a few years ago. I left Tamara's two-hour online workshop even better equipped and ready to take action to step up my game of leading successful webinars. Being able to learn the content and how-to information by webinar without having to drive or fly anywhere is a huge value. And I invested about $9500 less to boot! I highly recommend this training."
So instead of meeting with prospects one-on-one, and making dozens of presentations, a better option is to schedule a Webinar for each Wednesday night for example. Just invite your prospects and tell your team members to invite their prospects to the Webinar too. This way,  you, as the best presenter gives the best live presentation, and answers questions. Then each person takes over, and talks to their own prospects and directs them to their web sites to sign them up or make the sale. It’s been done for years, and some of the top recruiters benefit greatly from online Webinars.

Financial Services Institutions have especially complex environments, but must be able to serve their customers with simpler processes and personalized experiences. However, point solutions and legacy systems have created disjointed experiences and workflows for customers and agents alike, leading to poor customer experience (CX). In this live event, join Appian thought leaders Michael … Continue Reading...

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