Make Financial Transactions Personal Again to Build Customers for Life

Develop Better, More Intentional Customer Relationships 

Ninety percent of the customer lifetime value is realized after the initial transaction. When salespeople earn the trust of their customers, they can become a trusted advisor. Empower your salespeople to build customers for life by blending human connection and technology.

Hear from Todd Duncan and Joe Welu about shifting your sales team’s mindset from commission to connection, and build more authentic relationships, enhance your brand and create an experience your customers can’t live without.

Learn how to:

• Develop a high trust strategy resulting in lifelong customers.
• Equip salespeople to win by delivering real value at the right time.
• Leverage technology to remove friction from financial transactions.
• Create a repeatable playbook that is unique to your organization.