Financial Services

Maximize ROI with Proven Financial Services Strategies

Digitization & Competition Are Driving New Go-to-Market Initiatives

The financial services industry faces new customer demands, changing go-to-market (GTM) strategies and competition.

To stay competitive and achieve growth, these organizations must be agile, adaptable and strategic in their GTM strategies. In addition, the acceleration of technology and digital platforms has further intensified the need for businesses to adapt and evolve their strategy. The increased complexity of service business models and the rise of new competitors, offerings and acquisitions make it critical to have the right combination of sales channels, roles, tools and resources.

Alexander Group can help you navigate the complexities of the financial services industry and develop a strategy that drives success for your organization.

How We Help

  • Identify & capitalize on new growth opportunities: Start by identifying new markets, trends and opportunities that can drive growth for your organization.
  • Optimize sales channels & customer segmentation: Evaluate your current sales channels and customer segments, and identify ways to optimize them for better results.
  • Develop a digital transformation strategy: With the increasing importance of technology and digital platforms in the financial services industry, develop a strategy that leverages these tools to drive growth and efficiency.
  • Improve operations & increase efficiency. Streamline your operations and identify areas for cost savings and efficiency improvements.
  • Enhance your GTM strategy: Develop a GTM strategy that is tailored to the financial services industry and its unique market challenges.
  • Align your sales & marketing efforts: Align your Sales and Marketing efforts to ensure they work together effectively to drive new business and retain existing customers.

Upcoming Financial Services Events

  • Financial & Business Services: Create a Winning Strategy to Elevate Commercial Talent

    Virtual Roundtable

    Are you ready to take your commercial talent to the next level in 2023? Join industry experts for an interactive and engaging discussion on how to overcome the common challenges of commercial talent management and create a winning strategy that drives your business growth and performance.

    You will hear from Alexander Group’s Business Services practice leads, who will share the key findings from our latest survey of nearly 200 North American commercial leaders. You will have the opportunity to network with other commercial leaders and exchange ideas and experiences on topics such as:

    • How to cope with the labor market instability and talent funnel issues
    • How to upskill/reskill your commercial talent to match industry needs and shift company priorities
    • How to differentiate yourself from your competitors and attract/retain top talent
    • How to define and communicate your vision, mission and objectives for your commercial talent
    • How to foster a diverse and inclusive work environment for your commercial talent
    • Wednesday, June 21, 2023
      12:00 p.m. – 1:00 p.m. ET
    • Virtual
  • EMEA Sales Comp Community: First Sales Comp Design Question Everyone Asks: “What Are My Measures?”

    Virtual Roundtable

    Sales compensation weights and measures communicate both the sales strategy and the definition of success to individual sellers. In this way, selecting the appropriate measures can be the difference between a general plan that fails due to lack of specificity and a tailored plan that creates the role-specific outcomes required. In this virtual session for the EMEA Sales Compensation Community, we will share best practices on how to choose between the myriad of measure options available as well data on the best weight and measures used in the marketplace.

    • Wednesday, June 28, 2023
      2:00 p.m. – 3:00 p.m. BST
    • Virtual
  • Sales Compensation Symposium

    Get the latest metrics, sales compensation and quotas insights/practices leading companies are using to drive revenue growth, manage costs and attract/retain talent. Registration is complimentary.

    • Tuesday, August 15, 2023
      12:00 p.m. – 6:00 p.m. ET
    • Virtual
  • Executive Forum

    Join hundreds of senior sales, marketing, commercial and operations leaders to share stories of transformation, connect 1:1 virtually, and take away actionable ideas for how to win in an ever-changing 24×7 customer environment.

    • Wednesday, October 25, 2023 –
      Friday, October 27, 2023
    • The Breakers | Palm Beach, Florida

Join our Financial Services Community

Alexander Group’s community enables leading executives to share insights and takeaways for immediate use. Participants engage with sales leaders in interactive discussions while gaining knowledge on best practices, pitfalls and challenges.

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