Customer Stories

Case study: How a Financial Services Director used 360-HappiU® to negotiate effectively


Editor’s note: Dovanson is a Financial Services Director who utilises effective negotiation to make financial advisory a reassuring experience for customers. He’s a satisfied client of 360F who enjoys using their scoring tool called 360-HappiU®.

What is your current role in your company?

I’m a Financial Services Director with reporting advisors below me.

How do you use 360-HappiU® with your prospects?

I use it as a pre-sales engagement exercise ….