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Mitigating Risk in Financial Services with Sales Enablement

By Meghan Rees| October 23, 2018

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Financial Services Compliance and Regulations ImageIn the highly-regulated financial services industry, enabling sales, marketing, and compliance teams with Mediafly’s sales enablement technology mitigates risk for your organization, while also giving marketing real-time insights into content performance and sales access to an innovative delivery platform.

Financial Services marketers and compliance teams are tasked with making sure all content is on-brand and compliant before it is shared with customers and prospects. While industries like CPG and retail can easily publish creative and amusing content, financial services companies have stricter rules and regulations to follow.

These industry standards limit creativity and flexibility for salespeople and challenge how they engage with buyers. Long and complicated workflow processes that delay the availability of content can frustrate sellers. When a salesperson can’t find the content they need or can’t access relevant content for their meeting, they often end up putting non-compliant materials in front of buyers and putting your company at risk. Using non-compliant materials can result in fines, suspensions, or even a ban from the industry.


Sales enablement technology aligns sales, marketing, and compliance departments towards a common goal. With sales enablement, marketing and compliance can meet sales teams in the middle on their journey to deliver a “best-in-class” customer experience.

Align Marketing, Sales and Compliance ImageWith a robust sales enablement platform in place, marketing and compliance departments can ensure all content is relevant, up-to-date, and available for sellers to utilize in real-time, on any device – whether online or offline. When properly integrated with other key components of your sales tech stack, companies are empowered to track and measure how content is performing throughout the sales process. Marketers finally understand what is used the most and how to allocate their content creation budget based on facts, not anecdotes.

Access to content measurement also provides sales management a closer look into what top sales performers are doing to close more deals. All data on content usage ends up back in your CRM enabling management to correlate content usage with revenue.

Enabling sales, marketing, and compliance teams with sales enablement technology mitigate risk for your organization, gives marketing real-time insights into content performance and offers sales reps access to an innovative delivery platform that differentiates them from competitors and drives more deals won.

For more information about Mediafly’s sales enablement solution for financial services companies, learn more here or request a demo.

Meghan Rees is the Digital Communications Manager at Mediafly. Since making the strategic shift from sales to marketing, Meghan has focused on content writing, external communications, and event collaboration to support the Mediafly sales team through demand generation. Meghan attended Miami University in Ohio and graduated with a Bachelor’s degree in Communications.

About Mediafly

Mediafly is a mobile sales enablement solution that enhances how brands engage prospective buyers. By using Mediafly’s technology, marketing and sales teams at companies including PepsiCo, Disney, 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, insightful and interactive in their sales interactions, resulting in increased sales and stronger customer relationships. Mediafly has been named to the Inc. 5000 list of fastest growing companies for five years consecutively in addition to being named Inc.’s Best Places to Work of 2017 and 2018. Visit or follow @Mediafly for more information.

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