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June 11, 2024

Don’t Leave Money on the Table: Meet the Evolving Needs of Today’s Financial Consumers

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In today’s competitive landscape, financial institutions (FIs) can’t afford to be complacent. A recent study by MX* found that nearly half of Gen Z (45%) feel their financial providers fall short of their needs. This dissatisfaction isn’t limited to younger demographics – a quarter of all consumers share this sentiment.(Refer to the infographic) These statistics paint […]

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Overcoming Learning Transfer Challenges in a Sales Team

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Challenge:One of our clients, a mid-sized enterprise, recently conducted a comprehensive Training Needs Analysis (TNA) for their sales team. The TNA revealed significant gaps in negotiation skills and product knowledge, leading to inconsistent sales performance and missed revenue targets. Despite investing in a high-quality training program, the company observed that the knowledge and skills acquired

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