Issues : Strategy

A Better Way To Sell To Your Customers


Helping consumers meet the milestones in their lives could generate more revenue and loyalty for your institution. Tom White of iQuantifi explains why goal-based selling is a better way to connect your customer to the right product.

  • Why Goal-Based Selling Is an Effective Approach
  • Advantages for the Bank
  • Meeting the Needs of Millennials
  • Partnering With Fintech Firms