Financial Services Industry Winning Tactics:
Defining the Five Tactical Keys to Success

Recently Released!!!
Date Published: February 22, 2016
Summary PPT Deck: 37 Slides
Reference PPT Deck: 211 Slides


The purpose of this research is to provide readers with an initial understanding of financial services industry winning tactics, including target markets, sales & marketing strategies, technology & outsourcing strategies, staffing & compensation strategies, & firm cultures. This research serves to summarize the highlights of these five underlying research topics.

This research addresses the three historical phases of financial services industry winning tactics, including: 
  • Emergence Phase
  • Staffing & Compensation Phase
  • Technology & Outsourcing Phase

This research includes details of five winning tactics, including: 

  • Target Markets
  • Sales & Marketing Strategies
  • Technology & Outsourcing Strategies
  • Staffing & Compensation Strategies
  • Firm Cultures

And this research makes the following future predictions about financial services industry winning tactics, including: 

  • Increasing Focus on Client Communication & Client Retention
  • Increasing Focus on Target Market Strategies
  • Better Defined & Measured Sales & Marketing Strategies
  • Better Utilization of Technology & Outsourcing Strategies
  • Increasing Focus on Managing Available Talent

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