Sales Acceleration Offering for Financial Services & Products

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We help banks, fintechs, payment providers, insurance firms, and investment platforms grow revenue by modernizing their sales strategies. Whether you're selling to individuals, SMEs, or enterprises, we build and execute multichannel approaches that blend credibility, compliance, and conversion — through digital, direct, and partner sales.

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Digital & Social Selling

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Let`s set objective: Generate qualified leads, deepen trust, and increase engagement with targeted decision-makers online.

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Key Activities:

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• Design persona-specific LinkedIn campaigns (e.g., CFOs for B2B finance tools, SMB owners for credit products, consumers for wealth solutions).

• Launch content-led campaigns featuring market insights, regulatory updates, and product value narratives.

• Build demand using SEO, financial education content, and signal-based outreach (e.g., funding rounds, company growth, hiring surges).

• Implement chatbot funnels, lead magnets, and conversion-optimized landing pages for digital-first products.

Outcomes:

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• Increased lead volume and cost-efficient acquisition

• Greater reach to digitally-savvy B2B and B2C financial buyers

• More trust-based early engagement across channels

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Direct Sales Execution

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Let`s set objective: Enable your sales team to navigate regulated environments and close high-value financial relationships.

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Key Activities:

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• Equip sales teams with tailored talk tracks, objection handling, and use-case-driven sales kits (e.g., treasury solutions, payments, insurance, asset management).

• Train relationship managers in needs-based and consultative selling for complex products.

• Optimize sales processes for onboarding, compliance, and renewal in both SMB and enterprise contexts.

• Conduct deal coaching and sales support for large accounts and public sector bids.

Outcomes:

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• Higher win rates and cross-sell in institutional and commercial segments

• Better client onboarding and retention workflows

• Accelerated deal cycles through focused stakeholder engagement

Partnership Sales Development

Let`s set objective: Expand distribution and co-sell opportunities through strategic alliances and embedded finance ecosystems.

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Key Activities:

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• Identify and engage relevant distribution and technology partners (e.g., ERP vendors, eCommerce platforms, telcos, brokers, industry associations).

• Design embedded finance GTM models (e.g., lending in SaaS platforms, insurance with mobility apps).

• Co-develop campaigns with partners targeting shared audiences.

• Manage MDF usage, shared sales targets, and pipeline reporting structures.

Outcomes:

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• Expanded access to new markets and customer segments

• Lower CAC through shared infrastructure and audiences

• Stronger product stickiness via ecosystem integration

Ideal Clients:

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• Fintechs launching or scaling in B2B, B2C, or embedded finance

• Traditional FIs digitizing acquisition or relationship management

• Payment and insurance firms looking to grow across verticals or geographies

Engagement Models:

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• Revenue Acceleration Campaigns: End-to-end digital, direct, and partner sales execution.

• GTM Design & Sales Playbooks: Align product, compliance, and commercial teams for scalable growth.

• Partner Channel Setup: Find and launch the right strategic alliances, fast.

Would you like this customized for B2B fintech, consumer lending, payments, or insurance specifically?

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