Gartner Research

Data-Driven RM Acquisition Tools (ReadyAce)

Published: 03 February 2019

ID: G00411427

Analyst(s): Financial Services Business Leader Research Team

Summary

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

Overview

Solution Highlights

Challenge

Business Context

Solution

Credit Preapproval

Business Need

Tailored RM Sales Scripts

Results

Recommendations

Recommended by the Authors

About This Research

Presentation Deck

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