To sell successfully into the financial services marketplace, technology software or services sales teams must master three critical competencies. They must understand the links between financial services institution business drivers and trends, and specific IT investments. It is critical to then understand how their own solutions are aligned with these drivers, trends and investments, as well as how their solutions are best deployed to solve tangible business problems. Finally, sales teams must be able to engage both IT and business executives within institutions in meaningful, bottom-line oriented dialogues.
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