Gartner Research

Data-Driven RM Acquisition Tools (ReadyAce)

Published: 03 February 2019

ID: G00411427

Analyst(s): Financial Services Business Leader Research Team


Relying too much on cross-selling to existing customers and an inability to acquire new customers is a problem many financial institutions face. ReadyAce sales leaders responded to this challenge by equipping RMs with tools that better identify target customers and drive sales conversations.

Table Of Contents


Solution Highlights


Business Context


Credit Preapproval

Business Need

Tailored RM Sales Scripts



Recommended by the Authors

About This Research

Presentation Deck

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