Stronger Prospects for Financial Services Brands

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Increase sales

Give branches the demographic insights they need to increase sales within their client base.

Expand Customers Portfolio

Make data-backed recommendations on the products agents should be proposing to their clients.

Maximize Operating Margins

Distribute key operational KPIs to show how each branch can lower costs and maximize profitability.

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Unleash the Value of Financial Services Data

  • Benchmark portfolio sales across all locations and agents to gain insights into geographical trends and drive incremental sales
  • Correlate local indicators with purchasing trends to proactively recommend portfolio products to individual agents and branches
  • Distribute the data branches need to maximize their operational efficiencies
 

Read more about the platform

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How Steadfast Drives ROI with the GoodData Platform

After the launch of Steadfast’s, they partnered with GoodData to create a platform that armed all of their sales teams with critical data and tools that increased global efficiencies and sales, produced superior performance reports, and seamlessly integrated with Salesforce.

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