Financial Services

When working in the financial services arena, trust is key.  There is nothing more personal than finance. This means that our customer approach has to be right, and our staff need to be knowledgeable, not just about our client’s products, but also their competitors and any relevant financial regulations that we need to adhere to.

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Establishing trust and integrity is key to all Financial Services interactions.


Each interaction with a potential customer must reflect our clients brand values, and at the same time ensure that customer discussions are clear and detailed. When selling Financial Services, it is vital that customers are happy, not just on the day of the activity, but long term.

Stand out in a competitive marketplace.

Selling in the Financial Services market is fundamentally different from other sectors; the relationships being built are longer, with each customer having a limited number of services that they may want or require. This is why getting the approach right, from the start, is vital. At Service Innovation Group we have extensive experience in this sector which enables us to work closely with our clients to convert customers and maintain long term relationships.

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There is nothing more important than understanding the data.

In-depth, real time, analysis of data is key to understanding how each project is being received by customers in store. At Service Innovation Group we work with our clients on a ‘real time data’ basis, allowing information to be shared, insights gained and acted upon quickly.

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