Research Brief

The Use of Sales Enablement Technologies by Asset Managers Report Series

Advisors are increasingly interested in digital and personalized interactions, and they want sales to understand their needs upfront, so the need for end-to-end sales enablement has never been greater. By 2020, nearly 8 in 10 advisors preferred personalized digital resources and recommendations over sales team contact. As a sales manager, you need your salesforce to spend more time building and nurturing relationships and selling and less time on everything else.

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