The COVID-19 crisis poses significant challenges for executives seeking to acquire new customers. A dire economic outlook will undoubtedly result in lower volumes of new customers for the midterm. Yet a disrupted sales cycle has put pressure on financial service leaders to rethink their strategy around prospecting to assess just how effective their frontline can be.

Download this guide to discover how: 

  • Forward-looking executives will seek to renew their lead identification process 
  • Reducing the amount of time the frontline spends sourcing prospects and vetting relationships will drive growth 
  • To build trust between the frontline and the marketing function to centralize virtual prospecting