Financial Services Sales Scripts sales and marketing tools
Use these sales scripts, also known as Solution Development Prompters (SDPs), to tailor your message to those with buying power in the financial services industry. Learn how you can have effective sales conversations that offer needed solutions.
Sales scripts, or Solution Development Prompters (SDPs), sequence of events, and success metrics to follow for every title Financial Services:
- AP/AR – AP Manager
- AP/AR – AR Manager
- AP/AR – CFO
- AP/AR – IT
- Banking – Branch/Services Manager
- Banking – CFO
- Banking – IT
- Mortgage – CFO
- Mortgage – Director of Structured Finance / Lending
- Mortgage – IT
- Mortgage – VP Funding / VP Credit
- Mortgage – VP Operations
- Stocks – Broker / Investment Rep
- Stocks – CFO
- Stocks – Compliance Officer
- Stocks – Office / Branch Manager
- Stocks – IT