Financial Services

117 Articles and Podcasts
Building an effective lead gen machine

Lead gen for B2B sales is the process of turning identified prospects into genuine leads with a credible and timely interest in your product or service. If your B2B lead generation process is effective, it is your key to successfully identify, qualify and prioritize the most suitable candidates to nurture down the B2B sales pipeline.

B2B Sales Enablement: Your Guide to a Winning Strategy

It doesn’t matter how great your product, messaging, marketing plan or sales strategy is – going to market without a robust B2B sales enablement plan is setting yourself up for failure before you’ve even started.

The accelerating transformation in B2B sales eBook

Enterprises have lost control of the B2B sales cycle

The Metaverse: Let’s cut through the noise
In this 6-part blog series, we’re going to explore why everyone’s talking about the metaverse, and why it matters. Think [...]
Reflections on ‘The business case for customer journey transformation in financial services’ Think Tank

What should financial services firms consider when pursuing customer-led transformation?

3 reasons why organisations can’t stand still on UBO compliance

Jonathan Cowey, Business Director for Regulated Services at Webhelp UK, considers what the FCA’s new anti-money laundering bill means for […]

Where cryptocurrency meets Know Your Customer

As we sit on the cusp of a new era for crypto, the question we’re asking is – how critical is KYC going to be?

The business case for customer-led transformation in financial services

Exploring the crucial business case for holistic, flexible, and connected customer-led transformation programmes.

Missing the customer: why human-centred design is key in delivering regulatory outcomes
SHAREYee-Ping Pang, Head of Design and Development, and Faye Sadler-Clark, Head of Risk, Compliance & Innovation, explain the benefits of [...]
B-Case – How does a bank manage KYC in a B2C marketplace… by using a non-dissuasive process?
Webhelp supported a major international bank to manage all financial flows for its B2C marketplace customers through its specialised internal [...]