Financial intermediaries and advisers need to accelerate digitisation of their marketing efforts to buffer against the rising challenges exacerbated by this pandemic.
Organisations often invest heavily in top of the funnel programmes to drive pipeline, however there are common points of failure which lead to underperformance.
Organisations which fail to invest in developing and maintaining their partnership ecosystems through turbulent times risk cutting off innovation, diminishing customer value and severing commercial flows, with long term consequences.
Sales and marketing alignment, is now a matter of survival for firms as they navigate through the pandemic. Practical means to bring two functions together must be prioritised.
Perhaps never before has it been more critical to get closer to your customers. Organisations which fail to get close to their customers not only risk missing warning signs of attrition, but business-critical opportunities.