Account Plan for Financial Services

    • Relationship Mapping

      Add a relationship map within your account plan so that the expanded sales team can view organizational hierarchies.

    • Salesforce Report Data

      Add Salesforce report data so the extended team can view the latest information, collaborate, and gain insights.

    • Einstein Insights

      Use interactive filters to add personalized dashboards that help you focus on closing opportunities.

    Supercharge advisor productivity and maintain a holistic view of your client’s financial needs.

    As banks and financial institutions strive to yield higher returns, it’s crucial that bankers and financial brokers position themselves as trusted advisors who exceed client expectations. A well-executed strategic account planning process can elevate customer relationships to drive better results. Use this template to track and discuss pipeline, key opportunities, workstreams, and scorecards within a shared collaborative workspace.

    Some components within this template require a Quip for Customer 360 license. Visit our pricing page for more information on editions and licensing.

    • Relationship Mapping

      Add a relationship map within your account plan so that the expanded sales team can view organizational hierarchies.

    • Salesforce Report Data

      Add Salesforce report data so the extended team can view the latest information, collaborate, and gain insights.

    • Einstein Insights

      Use interactive filters to add personalized dashboards that help you focus on closing opportunities.