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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Business & Financial Services: Maintain Momentum: Managers, Demand and SPIFFs
Virtual RoundtableJoin senior peers on March 11 at 11 a.m. ET for the latest talent, customer engagement and SPIFFs strategies.
Join business and financial services leaders as well as Alexander Group practice leads on March 11 at 11 a.m. ET for an exclusive virtual roundtable, built to equip commercial leaders with practical ways to maintain momentum in 2026 by doubling down on what works: high‑impact frontline management, modern demand generation tactics (inbound and outbound) and smart SPIFFs that enhance performance without overspending. During this event, we’ll share fresh insights from Alexander Group’s Talent Management survey, highlights from our latest Customer Engagement with AI research and practical strategies you can apply this quarter.
Why this matters:
With planning cycles tightening and budgets facing scrutiny, commercial teams in 2026 are expected to do more with less. Research from Alexander Group shows that leaders are responding to these conditions by prioritizing operational efficiency and targeted commercial investments. These moves are designed to drive growth and improve conversion across the buyer journey, which is exactly where savvy managers, focused demand programs and well‑designed SPIFFs create major impact.
Who should attend:
C‑suite and senior commercial leaders in business and financial services (CRO, CMO, CSO, CCO, Heads of Sales/Marketing/RevOps/Client Success).
What you’ll take away:
-Manager Moves: Discover the latest trends and practical insights on how frontline managers can coach pipeline quality, prioritize accounts and sustain rep momentum between campaigns.
-Demand That Converts: Practical inbound and outbound tactics your teams can use now, including AI‑assisted lead management, re‑engagement cadences for dormant customers and content/tools that accelerate time‑to‑quote.
-High‑Leverage SPIFFs: Guidance to design SPIFFs that change seller behavior (not just pay more): timing, eligibility, payout curves, guardrails and how to align with forecast gaps and product priorities.
-Benchmarks and Proof: What leading firms are doing across the buyer journey, including where they’re investing, the KPIs that matter and the expected outcomes.
-Peer Exchange: Compare what’s working (and what’s not) with executives facing similar market and margin realities.-
Wednesday, March 11, 2026
11:00 a.m. – 12:00 p.m. ET -
Virtual
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B2B Marketing Executive Webinar: Beyond Intuition
WebinarDuring this complimentary webinar, Alexander Group’s Marketing Services practice leaders will walk through the common pitfalls of intuition-based profiling and show you how to build comprehensive, actionable customer profiles that marketing, sales and account management teams can use immediately. You’ll leave with practical frameworks for leveraging both qualitative insights and quantitative data to identify and target your highest-value customers.
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Thursday, March 26, 2026
2:00 p.m. – 2:45 p.m. ET -
Virtual
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B2B Marketing Executive Webinar: Accelerating Growth
WebinarJoin Alexander Group’s Marketing Services practice leaders to break down what these leading organizations are doing differently and provide actionable recommendations for elevating your own marketing investments. Whether you’re looking to optimize your current operations or make the case for new resources, you’ll gain insights into how to structure your team and investments for maximum impact.
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Tuesday, March 31, 2026
2:00 p.m. – 2:45 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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Thursday, August 13, 2026 –
Thursday, August 13, 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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