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Manage and Grow the Value of Your Capital Markets Customers

Learn how we help Capital Markets firms, or view our specific solutions below

Customer Analytics

To stay competitive today you need to be sharply focused on what matters most to your customers. TeleTech customer analytic solutions provide the lens to help you be more relevant and effective with every customer interaction.

We work with you to:

  • Assess and target specific customer segments and geographic markets.
  • Improve and personalize your interactions and offers to demonstrate that you know and care about your customers as individuals.
  • Understand customers and their lifetime value from an enterprise-wide perspective.

Our analytics help you:

  • Create actionable customer segments.
  • Uncover immediate revenue opportunities to cross-sell and upsell.
  • Support inbound/outbound sales teams to drive profitable interaction across every phase of the customer lifecycle.
  • Develop and implement customer engagement strategies.
  • Deploy targeted, multichannel strategies to reengage at-risk and disengaged customers.
 

To stay competitive today you need to be sharply focused on what matters most to your customers.

Investment Banking and Wealth Management Training

Getting ahead and staying there has never been more challenging. Evolving global capital markets, new players entering the game, relentless pressure on margins, and increasingly complex new products and services make it critical that your team has all the tools and information they need to exceed their customers’ expectations every time. TeleTech’s knowledge management and employee training solutions help you hone your competitive edge and truly differentiate your brand from the competition.

We help clients:

  • Master persuasive sales performance and communication skills for presenting, assisting bid teams, negotiating, and selling.
  • Engage employees at every level and equip them to recognize and leverage cross-sell and upsell opportunities across all channels.
  • Transform the mindsets and capabilities of their workforce to embrace change.
  • Support leadership in addressing organizational change and driving strategic results.
  • Achieve training results that are immediately applicable on desk.

We Know Wall Street:

Our current clients include 7 of the largest asset managers, 9 of the largest private bankers, and 9 of the 10 largest global investment banks. You benefit from our:

  • Extensive global buy-side and sell-side experience.
  • Deep knowledge of sales and trading environments.

What Our Clients Are Saying

“Where increase in sales effectiveness is measured, already there is a minimum 10% that is attributed to this [training] project.”

Head of Corporate Clients, Global Banking Institution

“...The leadership alignment session not only got the leaders behind the program, but helped us agree, as a team, how we would turn our vision into results. This was critical to its subsequent success. I wasn’t looking for just another sales training program. I also wanted process, mindset and tools to embed into everyday practice and this was the program’s focus.”

Head of Corporate Clients, Global Financial Institution