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TIAA sought a sales training vendor who could provide a long-term, sustainable solution that enabled a universal language and sales approach, increased client lifetime value, improved efficiencies of client meetings, and reinforced the key fundamentals of selling.

Through interviews with senior leadership, an organization-wide digital survey, and day-to-day shadowing of Field Consultants and stakeholders, Janek gained full fluency of TIAA’s sales processes and challenges, resulting in the development of a tailored and holistic sales solution.

TIAA Case Study

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