The financial services industry, long known for
fostering deep, lasting relationships, is undergoing
significant changes as technological advancements
reshape client expectations. These innovations are
redefining how client-facing professionals — such
as advisors, agents, bankers, wholesalers, and
relationship managers — engage with their clients.
Enablement technology, as a component of a
modern tech stack, plays a crucial role in this
transformation, empowering these professionals
to adapt to evolving demands and deliver more
personalised, efficient, and impactful experiences
that open the door to bigger opportunities.
Enablement, also categorised as Revenue
Enablement, is a comprehensive strategy designed
to help client-facing teams maximise revenue
at every stage of the client journey. Revenue
Introduction
Revenue Enablement in Financial Services: 2024 Global Findings & Insights 3
Enablement integrates efforts across teams – sales,
service, marketing, technology – to increase sales
productivity, boost operational productivity while
also delivering an optimal client experience.
