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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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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Technology: Driving Profitable Growth Through XaaS Benchmarking
Virtual RoundtableAlexander Group’s latest XaaS Research reveals that top-performing companies consistently achieve 117% or higher net revenue retention rates—significantly outpacing the market average of 107%.
Join other forward-thinking, technology executives for a complimentary, virtual roundtable on Driving Profitable Growth Through XaaS Benchmarking to explore how leading companies are leveraging industry benchmarks as catalysts for transformative change.
Alexander Group will share real-world case studies demonstrating how organizations have identified performance gaps, implemented strategic initiatives, and achieved measurable results through data-driven decision making.
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Wednesday, June 4, 2025
2:00 p.m. – 3:00 p.m. ET -
Virtual
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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 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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