We’re starting 2019 off with a bang! Optymyze was positioned as the highest-ranking vendor in all four use cases in the annual SPM critical capabilities report and was once again placed in the L...

The global financial services and wealth management sector has traditionally been slow to react to change, but today’s market forces have created a need for rapid transformation – throwing the ent...

“Winning isn’t everything. It’s the only thing.”* For most people, such a belief may seem overly restrictive, even extreme. Not so for sales professionals. The motto, in my experience, is one ...

More than two millennia ago, a small kingdom on the banks of the Tiber was about to carve itself a permanent place in history. Its name? Rome. How did a minor city from the Italian peninsula manage to...

Big data, smart data, data lakes, data warehouses, data repositories! It seems like nowadays, the word “data” makes an appearance at every sales conference and in every article. Though this articl...

Time is a precious commodity – but especially for salespeople. However, recent research has shown that they’re spending only about 37% of their time on selling – meaning more than 60% of their t...

Making quota is a constant concern in sales; in fact, studies have shown that only 65% of field sales reps are hitting their quotas. Sometimes, the solution to this problem isn’t there to be excava...

In the introduction to our UK Wealth Management series, we mentioned the new compliance realities of the post-2008 wealth management industry; now, we’re going to discuss how firms can transform the...