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Qvidian Announces Significant Momentum in Financial Services Sector
[June 10, 2014]

Qvidian Announces Significant Momentum in Financial Services Sector

CHELMSFORD, Mass. --(Business Wire)--

Qvidian, the innovator in sales execution solutions, today announced that its Financial Services customer base has grown 20 percent in the last year, working with new clients including Great Lakes Advisors, Hays Companies, ING Investment Management International and Security Benefit along with standing customers like BDO, Grant Thornton (News - Alert), Guardian Life Insurance, Lincoln Financial Group and Union Bank. The ongoing influx of Financial Services clients to the Company's already large customer base represents the impact Qvidian's cloud-based solutions have had in tackling sales execution challenges for an industry that has rapidly evolving and increasingly tailored needs.

The Financial Services market continues to be in growth mode as baby boomers age and require more retirement products as part of their overall financial plans, and millennials look to plan for their future with health savings accounts. As financial services organizations invest more in resources like CRM systems, sales training, and other selling processes and resources to capitalize on this growth, the challenge of how to get advisors to adopt and change is ever-present. Qvidian's sales execution solutions enable advisors to close more business at a lower cost by making sales processes more repeatable and visible to leadership. The solution also addresses the challenge of CRM and process adoption that often inhibits success for organizations.

"Before Qvidian, we were seeing inconsistencies in our sales resources across the firm, and we were not winning proposals," said Lori Morelli, National Brand and Marketing Service Center Manager at BDO. "I was spending 8 to 12 hours a day just fielding questions for RFPs. That's less than 20% of my day now. We would need to hire an army of people to do what we're capable of doing with Qvidian."

"Qvidian's Financial Services clients are leading a transforming market by leveraging solutions that focus more squarely on successful sales execution," said Lewis Miller, President of Qvidian. "These organizations are seeing improvements in sales performance by streamlining suitable products, planning for growth, and shortening their sales cycle time."

Qvidian's complete cloud-based sales execution solutions include Sales Playbooks, Sales Playbooks Mobile, Sales Analytics, RFP Responses, Proposal Automation, Personalized Selling Content, Sles Collaboration, and Content Analytics. These solutions enable financial institutions to overcome challenges they are facing in the age of the customer by:

  • Increasing advisor time in the field - by streamlining and automating the creation of contextual selling content (presentations or bid sheets, for example), increase field sales capacity by hundreds of hours.
  • Set a new standard for client experience - by providing clients personalized proposals and presentations and delivering them via tablets, companies increase the bar for client experience.
  • Mitigate risk - by ensuring advisors remain compliance with the newest rules and regulations when doing business with clients.

Additionally, Qvidian has added the Hoopis Performance Network to their strategic alliance program. Hoopis provides innovative sales training and leadership development to financial professionals worldwide.

"The Hoopis Performance Network is proud to be a Strategic Partner with Qvidian," stated Joey Davenport, Principal & Chief Development Officer of the Hoopis Performance Network. "Qvidian has developed a unique ability to aggregate a company's resources into a systematic guided selling system that increases the efficiency of a financial advisor's sales process. We look forward to collaborating with Qvidian and delivering dynamic solutions for the market."

"Qvidian is proud to offer our Financial Services clients proven solutions that close the gap between annual strategy and daily sales execution," added Mr. Miller. "What we have seen is the industry as a whole has yet to truly capture the full potential of adopting new sales best practices that enable advisors to meet customer's changing needs. More than ever, customers seek information on the solutions they need without the help of a financial expert. We, along with our partners, are helping advisors overcome this detrimental challenge by allowing them to reach and be more responsive to customers in real-time."

To learn more Qvidian Financial Services solutions and see how innovative organizations are achieving sales execution success, visit -

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About Qvidian

Qvidian provides cloud-based sales execution solutions that enable companies to accelerate sales ramp up time, capture new business, and optimize sales performance by closing the gap between strategy and sales execution. The company's innovative software and advisory services offer real-time insight to ensure sales teams do what's needed to win, by driving repeatable methodologies and making the sales organization more agile. With over 1,200 global customers including Dell (NASDAQ:DELL), Citi (NYSE:C), ADP (NASDAQ:ADP), CA (News - Alert) (NASDAQ:CA), and Splunk (NASDAQ:SPLK), Qvidian is helping organizations significantly increase their profitable revenues while eliminating waste and reducing costs. For more information, visit or call 1-800-272-0047 or +44 (0) 870-734-7778.

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