Selling into financial services?
That's a different conversation. Three decades of selling into insurance, banking, securities, and asset management — and the patterns that don't generalize from other verticals.
Financial services isn't just “another vertical.”
Selling into FS has a buyer profile, a procurement cycle, and a risk-and-compliance overlay that don't generalize from horizontal B2B. The deal you can close in eight weeks at a SaaS prospect takes nine months at a tier-one bank — and that's if you've framed it correctly out of the gate.
I sold into this world for most of my career. Insurance carriers, global banks, asset managers, exchanges, broker-dealers. I know who reads what, who decides what, and where deals actually die.
SaaS companies selling into FS, moving SMB → enterprise into FS, or earning a beachhead account.
I can help with positioning that survives a procurement review, ICP and signal work tuned to FS firmographics, demand-gen channels that actually work in this space (and the ones that don't), and the deal coaching that gets you through a six-month evaluation without the deal dying of attrition.
Reach out and we'll figure out if it's a fit.
Got an FS deal you want to talk through? Let's set up a call.
Free 30-minute intro. Tell me where you are and I'll tell you whether I can help.
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