Financial services could be the most disrupted industry over the next ten years, with technology driving change in customer behavior, regulations, and critical operations. The financial industry is notoriously slow to react to change, but market forces are pushing the industry to transform rapidly.

Post-crisis, traditional financial organizations have adopted a more cautious sales strategy. As a consequence, sales departments have two primary concerns: meeting their budgets, but also steering clear of excessively risky deals.

Download this report to explore 7 key trends impacting sales performance in the financial services industry today and high-level guidance for assuring optimal sales performance in the face of this industry’s transformational change.