|[June 10, 2014]
Qvidian Announces Significant Momentum in Financial Services Sector
CHELMSFORD, Mass. --(Business Wire)--
the innovator in sales
execution solutions, today announced that its Financial Services
customer base has grown 20 percent in the last year, working with new
clients including Great Lakes Advisors, Hays Companies, ING Investment
Management International and Security Benefit along with standing
customers like BDO, Grant Thornton (News - Alert), Guardian Life Insurance, Lincoln
Financial Group and Union Bank. The ongoing influx of Financial Services
clients to the Company's already large customer base represents the
impact Qvidian's cloud-based solutions have had in tackling sales
execution challenges for an industry that has rapidly evolving and
increasingly tailored needs.
The Financial Services market continues to be in growth mode as baby
boomers age and require more retirement products as part of their
overall financial plans, and millennials look to plan for their future
with health savings accounts. As financial services organizations invest
more in resources like CRM systems, sales training, and other selling
processes and resources to capitalize on this growth, the challenge of
how to get advisors to adopt and change is ever-present. Qvidian's sales
execution solutions enable advisors to close more business at a lower
cost by making sales processes more repeatable and visible to
leadership. The solution also addresses the challenge of CRM and process
adoption that often inhibits success for organizations.
"Before Qvidian, we were seeing inconsistencies in our sales resources
across the firm, and we were not winning proposals," said Lori Morelli,
National Brand and Marketing Service Center Manager at BDO. "I was
spending 8 to 12 hours a day just fielding questions for RFPs. That's
less than 20% of my day now. We would need to hire an army of people to
do what we're capable of doing with Qvidian."
"Qvidian's Financial Services clients are leading a transforming market
by leveraging solutions that focus more squarely on successful sales
execution," said Lewis Miller, President of Qvidian. "These
organizations are seeing improvements in sales performance by
streamlining suitable products, planning for growth, and shortening
their sales cycle time."
Qvidian's complete cloud-based sales execution solutions include Sales
Playbooks, Sales Playbooks Mobile, Sales Analytics, RFP Responses,
Proposal Automation, Personalized Selling Content, Sles Collaboration,
and Content Analytics. These solutions enable financial institutions to
overcome challenges they are facing in the age of the customer by:
Increasing advisor time in the field - by streamlining and
automating the creation of contextual selling content (presentations
or bid sheets, for example), increase field sales capacity by hundreds
Set a new standard for client experience - by providing clients
personalized proposals and presentations and delivering them via
tablets, companies increase the bar for client experience.
Mitigate risk - by ensuring advisors remain compliance with the
newest rules and regulations when doing business with clients.
Additionally, Qvidian has added the Hoopis
Performance Network to their strategic alliance program. Hoopis
provides innovative sales training and leadership development to
financial professionals worldwide.
"The Hoopis Performance Network is proud to be a Strategic Partner with
Qvidian," stated Joey Davenport, Principal & Chief Development Officer
of the Hoopis Performance Network. "Qvidian has developed a unique
ability to aggregate a company's resources into a systematic guided
selling system that increases the efficiency of a financial advisor's
sales process. We look forward to collaborating with Qvidian and
delivering dynamic solutions for the market."
"Qvidian is proud to offer our Financial Services clients proven
solutions that close the gap between annual strategy and daily sales
execution," added Mr. Miller. "What we have seen is the industry as a
whole has yet to truly capture the full potential of adopting new sales
best practices that enable advisors to meet customer's changing needs.
More than ever, customers seek information on the solutions they need
without the help of a financial expert. We, along with our partners, are
helping advisors overcome this detrimental challenge by allowing them to
reach and be more responsive to customers in real-time."
To learn more Qvidian Financial Services solutions and see how
innovative organizations are achieving sales execution success, visit - www.qvidian.com/financial-services.
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Qvidian provides cloud-based sales execution solutions that enable
companies to accelerate sales ramp up time, capture new business, and
optimize sales performance by closing the gap between strategy and sales
execution. The company's innovative software and advisory services offer
real-time insight to ensure sales teams do what's needed to win, by
driving repeatable methodologies and making the sales organization more
agile. With over 1,200 global customers including Dell (NASDAQ:DELL),
Citi (NYSE:C), ADP (NASDAQ:ADP), CA (News - Alert) (NASDAQ:CA), and Splunk
(NASDAQ:SPLK), Qvidian is helping organizations significantly increase
their profitable revenues while eliminating waste and reducing costs.
For more information, visit www.qvidian.com
or call 1-800-272-0047 or +44 (0) 870-734-7778.
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