Financial Services Archives - Page 2 of 3

Account Management in Financial Services – Expert Salesmen or Experts Who Can Sell?

April 12, 2019/in Sales and Account Management /by Alan Thompson

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

Financial Services: Developing Quality Relationships With Your Intermediaries

March 15, 2019/in Customer Management /by Alan Thompson

“To manage great relationships, we need great people” Much of the UK insurance and wealth management industry is reliant on a distribution model centred on the key role of brokers… Read more

Business Development Managers (BDM) & the Underwriter relationship

October 9, 2017/in Sales and Account Management /by Dr Mark Hollyoake

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

Writing business – It’s all about attitude

July 4, 2017/in Sales and Account Management /by Alan Thompson

At Customer Attuned, one of our sectors of expertise is the insurance industry. Being a ‘non-player’ in the process of underwriting business for customers, we ha… Read more

Customer Attuned spotlights Employee Relationship Quality (ERQ)

March 7, 2017/in News /by Alan Thompson

Customer Attuned have been managing Customer Relationship Quality (CRQTM) programmes with our UK clients for a number of years. But did you know that we also offer an Employee ver… Read more

12 Days of Xmas #7: my COO said to me “How can our operations be more customer focused?”

December 17, 2015/in Business Capabilities /by Peter Lavers

On the 7th day of Christmas my COO said to me “How can our operations be more customer focused?” It’s one thing to talk strategically about customer centricity in B2B but it’s anothe… Read more

12 Days of Xmas #6: My head of customer experience said to me “If Santa can map his journey to deliver on time then why can’t we?”

December 16, 2015/in Business Capabilities /by Alan Thompson

On the 6th day of Christmas my head of customer experience said to me, “If Santa can map his journey to deliver on time then why can’t we?” Well ok, that may be too difficult a task for us… Read more

Tag Archive for: Financial Services