Maximize ROI with Proven Financial Services Strategies
Digitization & Competition Are Driving New Go-to-Market Initiatives
The financial services industry faces new customer demands, changing go-to-market (GTM) strategies and competition.
To stay competitive and achieve growth, these organizations must be agile, adaptable and strategic in their GTM strategies. In addition, the acceleration of technology and digital platforms has further intensified the need for businesses to adapt and evolve their strategy. The increased complexity of service business models and the rise of new competitors, offerings and acquisitions make it critical to have the right combination of sales channels, roles, tools and resources.
Alexander Group can help you navigate the complexities of the financial services industry and develop a strategy that drives success for your organization.
How We Help
- Identify & capitalize on new growth opportunities: Start by identifying new markets, trends and opportunities that can drive growth for your organization.
- Optimize sales channels & customer segmentation: Evaluate your current sales channels and customer segments, and identify ways to optimize them for better results.
- Develop a digital transformation strategy: With the increasing importance of technology and digital platforms in the financial services industry, develop a strategy that leverages these tools to drive growth and efficiency.
- Improve operations & increase efficiency. Streamline your operations and identify areas for cost savings and efficiency improvements.
- Enhance your GTM strategy: Develop a GTM strategy that is tailored to the financial services industry and its unique market challenges.
- Align your sales & marketing efforts: Align your Sales and Marketing efforts to ensure they work together effectively to drive new business and retain existing customers.
Related Insights
Participate in Our Research
Briefing Offers- Artificial Intelligence in the Commercial Organization How are commercial leaders aligning AI investments and use cases to growth plays? Learn the best practices and use case guides for AI-enabled commercial growth plays and the most effective AI implementation tactics.
- 2024 Banking Incentive Compensation Survey Alexander Group’s 2024 Banking Incentive Compensation Survey Briefing includes responses from over 50 U.S. banks, providing valuable insights into the industry’s best practices for incentive compensation.
- Digital Go-to-Customer Study Discover the industry trends, insights and frameworks on the digital impact on revenue growth, as well as recommendations for increased sales performance and growth in a digital environment.
- Digital Insights Study Digital means changing how companies engage with customers and enable their commercial teams. Determining where and when your customers interact with your products and solutions can impact your organization’s digital maturity and where to guide your investments.
- FinTech: Go-to-Market Research Fintech companies are quickly making GTM changes to drive value added services that build differentiation in the market and a stronger value proposition to prevent margin erosion. Learn the three commercial GTM success factors to ensure the company yields ROI and growth from the investment.
- Marketing Organizational Structures to Drive Performance Leading financial services companies are leveraging six marketing growth plays for commercial excellence. Do you have the marketing resources and investments in place to develop a marketing organizational structure that scales, driving increased productivity and performance?
- Marketing Insights Study Over 150 marketing executives were interviewed to determine the marketing initiatives being prioritized to maximize customer lifetime value. From marketing roles and resource allocation to marketing mix, channels and spend, get the latest insights on where marketing leaders are investing to advance their organization’s marketing maturity.
- Revenue Operations Survey Over 200 executives in sales and revenue operations were surveyed across Business Services, Financial Services, Manufacturing and Distribution, MedTech, Health and Wellness, Media and Technology to determine the leading practices of world-class revenue operations organizations.
- 2024 Sales Compensation Trends Survey Sales compensation leaders from 300+ companies across industries participated to provide data and insights on the latest metrics and trends impacting sales compensation programs. From sales comp investments, costs, plan goals and program changes, discover the best practices sales comp leaders are initiating for 2024.
- Shifting Demand Generation Investments for Top Performance With macroeconomic factors and profitability pressure on the rise, firms today face the dilemma of allocating limited resources between different channels and initiatives. Determining the most effective and efficient investment strategy requires careful analysis and understanding of target markets, customer preferences and staying ahead of the curve with industry best practices.
- Revenue Models and Productivity: Emerging Trends & Benchmarks for FinTech Leaders FinTech market leaders are growing revenue by more than 20% every year while making go-to-market changes to drive value added services that build differentiation in the market. In Alexander Group’s latest FinTech Research, 100+ fintech and technology executives shared best practices and benchmarks on new account acquisition and maximizing customer lifetime value for growth and margin.
- Talent Management Strategies to Enhance Customer Experience Financial services companies that invest more in their employee engagement programs realize a 20% uplift in how their customers rate interactions with their commercial team. Leaders achieving profitable growth have developed effective strategies to support employee engagement programs. Discover the five principles these firms have implemented to enhance their talent management strategies.
Upcoming Financial Services Events
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Women Revenue Leaders Forum
St. Regis Hotel, Chicago, ILJoin hundreds of women senior sales, marketing, commercial and operations leaders to share stories of transformation, connect 1:1 virtually, and take away actionable ideas.
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Tuesday, April 29, 2025 –
Wednesday, April 30, 2025 -
St. Regis Hotel, Chicago, IL
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Financial Services: Data Science Unlocks Superior Sales Outcomes
Virtual RoundtableJoin us on June 4, 2025 at 11 AM ET to learn about Alexander Group’s Data Science research findings and capabilities to help prioritize GTM initiatives such as:
Drive Awareness & Engagement: Boost targeting accuracy with ML-powered ideal customer profiles and effectively prioritize sales efforts through advanced lead scoring. 58% of financial services organizations are implementing data science models for lead prioritization.
Optimize Seller Productivity & Focus: Understand your serviceable obtainable market through elevated customer and prospect modeling. 44% of financial services organizations are implementing data science models for market demand forecasting.
Improve Customer Experience & Lifetime Value: Predict and mitigate churn risk to improve customer retention and lifetime value; leverage next best offer modeling to drive expansion opportunities. 52% of financial services organizations plan to invest in churn prediction models in 2025.
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Wednesday, June 4, 2025
11:00 a.m. – 12:00 p.m. ET -
Virtual
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Marketing Symposium
New York, NYExclusively for B2B marketing executives, the B2B Marketing Symposiums create an innovative space for leaders to network and contribute skills, knowledge and experiences across B2B marketing practices including:
• Marketing archetypes
• Customer segmentation and targeting
• Customer persona profiling
• Opportunity modeling
• Demand generation
• Modernizing product commercialization
• Generative AI for marketing
• Revenue attribution
• Marketing ROI
• And more!Attendance is complimentary. Event details, speakers and agenda to come soon.
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Tuesday, June 10, 2025
12:00 p.m. – 5:00 p.m. -
Convene | 530 Fifth Avenue | New York, New York
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Marketing Symposium
VirtualExclusively for B2B marketing executives, the B2B Marketing Symposiums create an innovative space for leaders to network and contribute skills, knowledge and experiences across B2B marketing practices including:
• Marketing archetypes
• Customer segmentation and targeting
• Customer persona profiling
• Opportunity modeling
• Demand generation
• Modernizing product commercialization
• Generative AI for marketing
• Revenue attribution
• Marketing ROI
• And more!Attendance is complimentary. Event details, speakers and agenda to come soon.
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Thursday, June 12, 2025 –
Thursday, June 12, 2025 -
Virtual
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Sales Compensation Symposium
VirtualExplore the latest trends, share ideas and experiences, and network with your peers at the #1 event for sales compensation professionals!
Sales Compensation is a convergence accelerator—it brings together organizational structure, jobs, processes and metrics to deliver faster ROI and customer value. Leading firms use sales compensation as a strategic advantage by defining strategy, managing success metrics, assisting with change management and ultimately providing continuous improvement tactics.
At the Sales Compensation Symposium, you will engage with sales comp colleagues and experts through keynotes, panels and workshops. The Sales Compensation Symposium provides the latest research, trends, practical examples and best practices of sales compensation governance, design and administration.
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Tuesday, August 5, 2025 –
Tuesday, August 5, 2025 -
Virtual
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Sales Compensation Symposium
San Francisco, CAExplore the latest trends, share ideas and experiences, and network with your peers at the #1 event for sales compensation professionals!
Sales Compensation is a convergence accelerator—it brings together organizational structure, jobs, processes and metrics to deliver faster ROI and customer value. Leading firms use sales compensation as a strategic advantage by defining strategy, managing success metrics, assisting with change management and ultimately providing continuous improvement tactics.
At the Sales Compensation Symposium, you will engage with sales comp colleagues and experts through keynotes, panels and workshops. The Sales Compensation Symposium provides the latest research, trends, practical examples and best practices of sales compensation governance, design and administration.
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Thursday, August 7, 2025 –
Thursday, August 7, 2025 -
San Francisco, CA
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Sales Compensation Symposium
Minneapolis, MNExplore the latest trends, share ideas and experiences, and network with your peers at the #1 event for sales compensation professionals!
Sales Compensation is a convergence accelerator—it brings together organizational structure, jobs, processes and metrics to deliver faster ROI and customer value. Leading firms use sales compensation as a strategic advantage by defining strategy, managing success metrics, assisting with change management and ultimately providing continuous improvement tactics.
At the Sales Compensation Symposium, you will engage with sales comp colleagues and experts through keynotes, panels and workshops. The Sales Compensation Symposium provides the latest research, trends, practical examples and best practices of sales compensation governance, design and administration.
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Tuesday, August 19, 2025 –
Tuesday, August 19, 2025 -
Minneapolis, MN
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Sales Compensation Symposium
New York, NYExplore the latest trends, share ideas and experiences, and network with your peers at the #1 event for sales compensation professionals!
Sales Compensation is a convergence accelerator—it brings together organizational structure, jobs, processes and metrics to deliver faster ROI and customer value. Leading firms use sales compensation as a strategic advantage by defining strategy, managing success metrics, assisting with change management and ultimately providing continuous improvement tactics.
At the Sales Compensation Symposium, you will engage with sales comp colleagues and experts through keynotes, panels and workshops. The Sales Compensation Symposium provides the latest research, trends, practical examples and best practices of sales compensation governance, design and administration.
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Thursday, August 21, 2025 –
Thursday, August 21, 2025 -
New York, NY
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Join our Financial Services Community
Alexander Group’s community enables leading executives to share insights and takeaways for immediate use. Participants engage with sales leaders in interactive discussions while gaining knowledge on best practices, pitfalls and challenges.
Practice Leadership
Alexander Group Can Help
Is your go-to-market strategy focused on sales productivity to ensure profitable growth?