Increase the sales team’s prospect conversions and referral rates.
Like many financial services organizations, Investors Group faces a range of sales challenges. In a crowded market, customers are tired of sales pitches before they begin. Many Generation-Y buyers are already weary of large financial entities or aggressive sales pitches. Add to this the fact that prospective customers may view investment and insurance products as “non-essential” purchases, and you’ve got a tough market to break.