2022: a year of challenges and opportunities for financial services
As we settled more deeply into the post-pandemic world, many relationship managers found this new landscape challenging in 2022. Hybrid working, outdated data, and the ongoing impact of the Great Reshuffle has thrown the rulebook out the window – BUT also created new opportunities. And while 2022 exposed many limitations of traditional business development methods, it also saw many organisations benefitting from taking a different approach.
As buyer behaviour continues to evolve in the face of market uncertainty and transforming business models, some businesses are seeing increased customer acquisition and retention costs as well as longer deal cycles.
Navigating change together
Others, however, are finding new success by creating self-serving buying journeys for digital-first buyers. Top performers spend a greater amount of time prospecting, researching and creating relationships with potential buyers. All of which requires high-quality data.
That’s where we can help. LinkedIn has insights on its over 850 million members and the 60 million companies they work for. Helping you understand their challenges, goals and their preferences. That way your teams can save time researching and spend more time building valuable relationships.
Key findings in our financial services buyer survey
97% of buyers want a relationship manager with a clear understanding of their business and its needs
89% of financial service clients expect their relationship managers to have an informative LinkedIn profile
86% of financial service buyers are happy to engage over LinkedIn
We do more than data – we help build winning strategies too
In 2022 it became clearer than ever that the top performing salespeople don’t just know where to find the best data – they know how to use it too. From identifying the strongest opportunities, engaging with the right people and capitalising on the perfect moment to get in contact, data is helping drive smarter growth strategies.
We do more than data – we help build winning strategies too
In 2022 it became clearer than ever that the top performing salespeople don’t just know where to find the best data – they know how to use it too. From identifying the strongest opportunities, engaging with the right people and capitalising on the perfect moment to get in contact, data is helping drive smarter growth strategies.
We do more than data – we help build winning strategies too
In 2022 it became clearer than ever that the top performing salespeople don’t just know where to find the best data – they know how to use it too. From identifying the strongest opportunities, engaging with the right people and capitalising on the perfect moment to get in contact, data is helping drive smarter growth strategies.
We want to make that insight as widely available as possible. Here are some of our best financial services sales resources from 2022:
1. Key findings in our financial services buyer survey
Our latest report on the key findings in our financial services buyer survey.
Download now
2. The science of sales compliance
In financial services, compliance cannot be an afterthought. It needs to be baked into processes, and that includes processes for sales. Hearsay Systems, experts in data compliance, joined us to discuss getting the most out of sales tools in a secure way.
3. The art of virtual relationship building
Financial services organisations young and old need to empower their teams to make connections that matter, and build lasting relationships using digital technology.
Download now
Fill in your details to speak to your Account Manager and get started finding bigger opportunities: