Tips to Run Your Financial Services Sales On Autopilot

Many businesses in the financial sector, are still where they were last year - struggling to automate their sales & marketing processes.

And with the holidays right round the corner, low agent productivity (for obvious reasons) and negligible customer response (because they are all planning their vacations), can make it even difficult for our businesses.

So, on 14th December at 2pm AEDT, join us for a special holiday edition where experts from the industry will share what worked for them in 2022, their plans for 2023 and a few ideas on how we can run our sales and marketing processes on autopilot during the holidays.  

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Key Discussion Points

• The learnings from 2022 and trends shaping the market in 2023
• Ensuring a healthy sales pipeline for Q1 of 2023
• Know what your bosses are up to, before they set off for the holidays
• Automating sales & marketing processes so you don't miss out!