Navigating the Evolving FinTech Landscape
Adapt or Be Left Behind: The Fast-Changing FinTech Industry
FinTech is a dynamic and innovative sector encompassing companies that specialize in financial technology. This segment is integral to the financial ecosystem, offering solutions that streamline and enhance financial operations. Key offerings include:
- Payment Processors: Facilitating secure and efficient transactions for a global market.
- Financial Data Providers: Delivering critical financial insights and analytics to inform
decision-making. - Financial Software Solutions: Providing robust platforms that support financial institutions in areas such as loan origination and investment management.
These companies are at the heart of financial technology, providing essential services to financial institutions and driving the evolution of the financial landscape with cutting-edge technology.
How We Help
- Assess and develop optimized coverage and job roles to drive revenue realization Alexander Group can help define the roles, tools and enablement programs that are needed to bridge sales forecasted revenue vs. actual revenue gaps.
- Align goals and incentive compensation plans with the sales strategy and best practices in the fintech industry to ensure successful execution Evaluating the current incentive plans and identifying any misalignments with sales strategy and best practices. Redesigning the incentive plans to align with the company’s goals and objectives and drive desired behaviors.
- Increase sales of value-added services and prevent margin erosion while blocking out the competition Segmenting the market and identifying the most profitable customer segments, understanding their needs and preferences. Targeting them with tailored products and services that align with the company’s goals and objectives.
- Determine the number of commercial resources needed to win against competition or launch a new fintech product or service Identifying the key resources needed to launch a new product or service and meet growth goals. Understand market benchmarks and industry practices to acquire or reallocate necessary resources across Marketing, Sales and Service.
- Identify the key strategic, structural and management levers that are essential for driving profitable revenue growth in the fintech industry Analyzing the market trends, understanding the customer’s needs and preferences, identifying the key revenue streams and evaluating the internal and external factors that can impact the revenue growth.
- Align your partner program to evolve with the fintech landscape or be left behind Identify new partners, indirect channel requirements, revenue segments and coverage models to capitalize on growth opportunities without channel conflict. Expand into adjacent offerings like embedded finance, B2B Payments, Regtech or financial workflow management.
Related Insights
Participate in Our Research
Briefing Offers- 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 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.
- 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.
- Sales Compensation Hot Topics Survey Over 350 sales compensation leaders across seven industries provided insights on key sales comp topics including costs, quota planning and attainment, profitability, AI’s impact on comp, global comp practices, marketing comp practices and client/deliver services comp practices.
- 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.
- 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 Events
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Technology: GRR and NRR Excellence
Virtual Roundtable – Strategies for Post-Land Stability and ValuationIn today’s market, investors are rewarding predictable, scalable growth over pure expansion. For technology companies, gross revenue retention (GRR) has become a critical valuation lever. Yet Alexander Group’s latest XaaS research reveals that 70% of XaaS leaders lack clear renewal playbooks to protect their revenue base. Even now, some XaaS companies are still reluctant to pay anyone on renewals or overall account growth.
Additionally, many customer success management (CSM) and account management teams struggle to grow net revenue retention (NRR) due to single-factor segmentation models that create imprecise account potential calculations, territory imbalances and poor rep productivity.
This virtual roundtable brings together technology executives to discuss practical strategies for strengthening GRR and NRR to improve valuation, including:
-The “Rule of 40” reality: How GRR stability drives 80% of tech market capitalization
-From reactive to predictive: Customer health scoring and usage analytics that flag churn risk
-What separates the 30% with effective renewal playbooks from everyone else
-Evolving beyond single factor segmentation models to quantify actual expansion potential
-Next best offer models: Using machine learning (ML) to identify expansion opportunities during renewal conversations
-The 4.3ppt growth advantage: Why data science leaders outperform on retentionBy attending, participants will gain access to XaaS-specific benchmarked insights and real-life, tangible data science solutions that directly impact valuation multiples.
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Thursday, February 5, 2026
2:00 p.m. – 3:00 p.m. ET -
Virtual
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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, May 5, 2026 –
Wednesday, May 6, 2026 -
St. Regis Hotel | Chicago, IL
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Sales Compensation Symposium: Virtual
Industry Focus: AllRevolutionize 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.
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Tuesday, August 11, 2026 –
Tuesday, August 11, 2026 -
Virtual
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Sales Compensation Symposium: San Francisco
Industry Focus: TechnologyRevolutionize 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: Technology
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Tuesday, August 18, 2026 –
Tuesday, August 18, 2026 -
San Francisco
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Sales Compensation Symposium: Chicago
Industry Focus: AllRevolutionize 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
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Thursday, August 27, 2026 –
Thursday, August 27, 2026 -
Chicago
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Executive Forum
St. Regis Hotel | Chicago, ILJoin 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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Wednesday, September 30, 2026 –
Thursday, October 1, 2026 -
St. Regis Hotel | Chicago, IL
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Join our FinTech 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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