Banking

Maximizing Gains & Adapting to Change

Digital Platforms are Driving Sales & Coverage Realignment

The banking industry faces enormous change in the age of digitization. These technologies have helped them evolve and innovate exponentially, creating a high potential for gains for B2B bank relationships and retail banking.

Digital platforms facilitate faster sales cycle times and drive coverage realignments for customer-facing roles. However, coverage models now include new virtual client and prospect interactions. As a result, performance expectations, goals and traditional incentive plans that drive these new required behaviors must be intelligently modified.

Alexander Group helps financial Industry clients develop the strategy, structure and sales organizations that drive growth and align with business objectives.

How We Help

  • Determine the strategic, structural and management levers critical for profitable revenue growth: Prioritize customers in each segment to identify the most profitable market segments and the most effective strategies to target those segments.
  • Establish the optimal organizational structure across segments, including complex teams: An efficiently functioning organizational structure will meet customers’ demands to improve communication, maximize performance and increase efficiency.
  • Define the roles, tools and enablement that are needed for digital channels: Having a robust digital channel is critical for success. Start by defining the roles, tools and enablement needed for digital channel efficiency, including providing enhanced CX and reaching a wider audience.
  • Determine how many commercial resources are required to stay competitive: Organizations should evaluate the efficiency and effectiveness of their commercial resources. In addition, they need to determine the correct number of resources necessary to win against the competition or launch a new product.
  • Ensure goals and incentive compensation plans align with sales strategy and best practices: Align strategy, goals and compensation plans to ensure your sales teams are motivated and driven to succeed. Best practices and industry benchmarks provide guideposts to develop your sales compensation program.

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Briefing Offers

Upcoming Financial Services Events

  • FinTech Channel Partnerships: Building Programs That Scale and Deliver

    Virtual Roundtable

    July 29, 2026 | 11 a.m. – 12 p.m. ET

    87% of FinTech firms plan to increase their channel partner investment over the next two years, but investment alone doesn’t drive results. The real question leaders should be asking is if their program is truly designed to activate the right partners, align incentives and scale profitably?

    Join Alexander Group’s FinTech practice leaders for a complimentary virtual roundtable that will unveil new findings from the 2026 FinTech Channel Partner Report, which is based on 100+ responses from commercial executives across payments, software and value-added services.

    Designed for Channel, Sales, RevOps and commercial leaders at FinTech organizations, this research-backed discussion will surface key investment areas for peers, what’s working and where execution is stalling.

    Five Themes Guiding the Discussion:

    • Channel is outpacing direct. Partner growth is expected to increase 2x compared to overall company growth over the next three years, with 77% of organizations citing partnerships as a strategic priority for FY26.
    • Current partner program incentives are changing. 57% plan to increase partner incentive investment, yet only ~45% see incentives as effective. This is prompting a shift from discounts to performance‑ and contribution-based models.
    • Activation and scaling partners remain a bottleneck. Organizations must prioritize scaling existing partnerships and elevating their partner value proposition, which is an area where over 70% admit they fall short.
    • Enablement is important but underperforming. 52% of companies say enablement is important for partner programs, but only 44% say their efforts are effective. Marketing and Sales playbooks are actionable growth opportunities.
    • AI is gaining ground, but it’s not a silver bullet. 42% of FinTech organizations are using AI to support channel partners and programs (top use cases: sales forecasting, customer segmentation). However, success depends on strong data foundations and disciplined change management.

    What You’ll Learn:

    • See how peers are structuring partner programs for scale. Get a clear view of the program components, investment focus areas and partner types that FinTech leaders are using to grow channel revenue faster than direct.
    • Stress-test your incentive and comp design. Learn how leading organizations are connecting partner incentives to strategic outcomes, instead of just volume and why tier-based benefit structures maximize channel ROI.
    • Close the enablement gap. Understand which tools (playbooks, training, portals, AI-powered segmentation) are driving partner activation and where firms are still falling short.
    • Apply AI to sharpen channel execution. Hear how peers are using AI for forecasting, segmentation and marketing automation in the channel and the best practices that separate successful rollouts from wasted spend.
    • Compare your channel organization. See how FinTech firms are moving from generalist channel account managers to specialized roles in partner development, marketing, customer success and operations.
    • Wednesday, July 29, 2026
      11:00 a.m. – 12:00 p.m. ET
    • Virtual
  • Sales Compensation Symposium: Virtual

    Industry Focus: All

    Revolutionize your approach at the #1 event for sales compensation professionals and all executives who care about sales comp. Designed specifically for senior executives, join industry peers and renowned experts to gain exclusive access to cutting-edge research, emerging trends, real-world case studies and proven best practices in governance, design and administration.

    • Tuesday, August 11, 2026 –
      Tuesday, August 11, 2026
    • Virtual
  • Sales Compensation Symposium: Chicago

    Industry Focus: All

    Revolutionize your approach at the #1 event for sales compensation professionals and all executives who care about sales comp.
    Designed specifically for executives in HR, Compensation, Sales and Revenue Operations that want to use sales comp more effectively.

    Industry Focus: All

    • Thursday, August 27, 2026 –
      Thursday, August 27, 2026
    • Chicago
  • Executive Forum

    St. Regis Hotel | Chicago, IL

    Join senior sales, marketing, commercial and operations leaders to share stories of transformation, connect 1:1 virtually and take away actionable ideas.

    • Wednesday, September 30, 2026 –
      Thursday, October 1, 2026
    • St. Regis Hotel | Chicago, IL

Join our Banking 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

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