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Managing customer relationships in a virtual world

In recent months, we have been responding to the challenge that many of our clients have been facing in working in a largely virtual world due to Covid-19 lockdown restrictions. We… Read more
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Account Management in Financial Services – Expert Salesmen or Experts Who Can Sell?

How good are you at selling and managing relationships within an expert-led industry? In this article, we look at the role of the sales and/or account management team in creating a… Read more
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CONTACTUM Sales Academy

Had a terrific first session with the graduate intake for the CONTACTUM Sales Academy; very enthusiastic bunch of guys and they will help shape the wider sales academy programme t… Read more
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Developing the Sales Academy

Had a great day with Nigel and the sales colleagues from CONTACTUM  at an exhibition in Exeter – great insights to help develop the Sales Academy, and first hand experience of deta… Read more
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Business Development Managers (BDM) & the Underwriter relationship

The importance of the BDM role and function in the distribution and customer management of financial services cannot be underestimated. The BDM ensures we gain and maintain the o… Read more
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Account management in a complex industry – “Expert salesmen or experts who can sell?”

How good are you at selling and managing relationships within an expert led industry? In our first financial services article, we examined the importance of broker-intermediar… Read more
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Customer management in a world of intermediaries and brokers – “Experts that sell – does it work”?

In the second of our series of articles exploring various issues in the intermediated world of financial services, “Expert salesmen or experts who can sell?” we looked at various… Read more