How Top Financial Services Companies Manage Compliance

By Meghan Rees | April 18, 2018

In our upcoming webinar, “The Sales Success Formula in Financial Services: Blending Customization and Compliance,” we will tackle common challenges in the financial services industry that sales and marketing teams are up against when managing compliance regulations.

The financial services industry faces unique obstacles that make it difficult to create content and share content externally. Financial Services marketers must not only adhere to strict guidelines but also address the constant changes in regulation plaguing the industry. This holds true not only for marketing and sales collateral but also for the way products and services are described via phone or email to prospective buyers. In highly regulated industries, there is no room for error.

Does the following scenario sound familiar?
Your marketing teams are responsible for creating sales content, but presentations aren’t always well-received by the sales group. Salespeople tend to tweak materials themselves, creating “rogue” content that is not marketing-approved. In addition, there are compliance approvals and exposure to risk if any procedure is bypassed.

Forward-thinking institutions are digitizing and automating their processes in order to improve brand consistency, customer-focus, compliance, and measurement. By adopting a digital-first approach, companies can develop holistic solutions that allow for branded and compliant content, while also offering the flexibility to create personalized and customized sales interactions.

It’s time to evolve your organization. View our webinar to gain industry best practices for digital advancement and learn how similar organizations have seen revenue growth up to 66% when adopting a similar approach.

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About Mediafly
Mediafly is a mobile sales enablement solution that enhances how brands engage prospective buyers. By using Mediafly’s platform, marketing and sales teams at companies including PepsiCo, GE Healthcare, MillerCoors and Charles Schwab, are able to deliver custom, dynamic sales presentations quickly and efficiently, engaging customers with insights that are relevant to them. Mediafly’s Evolved Selling™ solution enables sellers to be more flexible and interactive in their sales interactions, resulting in increased sales and stronger customer relationships.

Evolved Selling™ takes sales enablement to the next level by incorporating methodologies and technology that enhances engagement with prospective buyers. Read more about our approach to Evolved Selling™.

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