Financial Services

Helping top financial services firms turn sales professionals into trusted advisors.

The financial services industry is in a period of strenuous competition, and cautious scrutiny from buyers and customers. The only way to gain an edge is to confidently deliver value that enhances buyer relationships, propels your brand and drives business.

That’s why nearly 1 in 5 of the top 50 financial services firms rely on Qstream. Whether your focus is wealth management, credit card services or commercial banking, Qstream elevates the expertise of your entire sales force with consistent– and compliant– messaging and skills that win customers.

Leading financial services companies use Qstream to:

  • Deliver a unified customer experience across sales, customer service and other channels
  • Minimize risk by ensuring regulatory compliance
  • Develop sales team expertise across a diverse product portfolio
  • Identify and capitalize on opportunities to expand sales
  • Respond quickly to a rapidly changing market

Wealth Management

Success today depends on your sales teams’ ability to maintain and expand the customer base, but it’s not easy. Advisors must stay current on your firm’s diverse offerings, rolling out new investment and wealth management options as they become available. But they also need deep regulatory expertise – not just for your customers’ sake, but to avoid compliance issues that could lead to hefty fines. Qstream can help.

Financial Services

Financial services reps today are navigating a multitude of products, together with big shifts in regulation. To win, every salesperson must have razor-sharp knowledge and the ability to quickly respond to change. They not only need to be faster than the competition in presenting products, but also in delivering value. No other solution can help you manage sales effectiveness at the speed of change.

Commercial Banking

In commercial banking, diversification equals survival. Expanded offerings present new opportunities to attract more business. Treasury management. Merchant services. Corporate cards and lines of credit. Customer relationship managers and others must quickly absorb the right messaging and bring consistency to each customer engagement. Qstream makes that happen by scaling relevant knowledge across your entire organization in minutes a day.

Commercial and Wholesale Insurance

Commercial insurance companies maintain a deep product portfolio of loan assurance, risk assessment, fraud protection and more. In this era of commoditization, how can sales teams bring it all to market with clear differentiators and the confidence to fulfill customer needs? Qstream can get your sales agents where they need to be to expedite sales cycles and make sure every sales opportunity is optimized.