Gartner Research

Event Presentation: The Sense-Making Approach to Client Engagement

Published: 13 July 2020

ID: G00731246

Analyst(s): Financial Services Business Leader Research Team

Summary

COVID-19 has forced clients to make financial decisions in a highly chaotic environment. Financial services business unit executives should use the sense-making sales approach to build their clients’ confidence and drive them to make higher-quality purchasing decisions.

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