Momenta b2b specialises in bespoke business and training solutions around third party selling for financial services companies transacting business through intermediaries.
Offering a blend of experience, energy and creativity in the challenging and competitive world of IFA business to business sales, we are able to tailor solutions that address your individual business needs.
We advise on key sales, management and service issues, and provide the capability to implement strategic and tactical training initiatives.
Account Development:
Momenta b2b has many years experience of the product provider/ intermediary relationship.
We have developed a suite of practical Account Management tools and processes – the ‘what to do’ that adds value to the Account Manager, the RI and the product provider.
Management Development:
We believe that as well as knowing ‘what to do’, successful Sales Managers should focus on ‘how to do it’. As with Account Managers there are many different ways to do the job and a successful Sales Manager will understand their own style, the styles of others and be able to adapt their own style accordingly.
Momenta b2b offer a broad range of Management Development support and training which covers the Knowledge, Skills, Attitude and Processes required in the role.
Sales Skills:
Momenta b2b provide framework support and training, which includes:
- Defined sales strategies to maximise pay off from time spent with IFAs
- Tools and processes to assist Account Managers with each sales strategy
- Training modules to support the implementation of Sales Strategies in a practical and ‘real world manner’
- An easy to use set of tools for Sales Managers to measure performance
We will work in consultation with you to tailor these processes and training to meet the exact requirements of your business.
Advanced Sales Skills:
Momenta b2b provide framework support and training, which includes:
- Creating personal awareness – understanding overplayed and underplayed strengths
- Identifying different styles and behavioural traits in others
- Understanding when to deploy and when to reign in natural style
We will work in consultation with you to tailor these tools and processes; to meet the exact requirements of your business.
Customer Service:
Momenta b2b has a number of years experience working with Customer Service teams to help them:
- Increase their understanding of the marketplace and the needs of their internal and external customers
- Understand how they can work individually and as a team to meet necessary agreed client service levels
- Identify and gain the skills required to improve the customer experience
- Align their teams with the sales teams
We provide framework support and training, which includes:
- The importance of Customer Service
- Understanding the IFA’s world
- Understanding the Account Manager’s world
- Communication skills, the heart of customer service
- Managing customer expectations & dealing with dissatisfied customers
- Building a Customer Service brand and culture
We will work in consultation with you to tailor these processes and skills to meet the exact requirements of your business.
Find out more about how Momenta b2b can help your business |
