Weekly Newsletter - 02.05.2025

Plus, the biggest mistake sales teams make when personalizing outreach.

Author

Rafe Houston
February 05, 2025 • Estimated Reading Time: 7 minutes

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Welcome to Sales Intelligence: FinTech, the weekly newsletter for FinTech sales professionals. Now is the time to fine-tune your strategies, leverage cutting-edge insights, and set the tone for a successful year ahead. Ensure your campaigns not only engage but convert, driving growth and impact in this dynamic industry.

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EDITOR’S PICK🎯

If your team still thinks personalization is swapping in a first name, it’s time for an upgrade. Today’s buyers expect more—real insights, relevant timing, and conversations that actually move the needle.

Hive Perform and Orum dug into what real personalization looks like in sales today. The best teams aren’t just tweaking email templates; they’re using data-driven insights to meet buyers where they are and close deals faster.

If you’re scaling a sales team and want to see what’s working (and what’s not), this is for you.

INDUSTRY NEWS 🌐

SoFi Technologies has experienced a 100% stock price increase, despite remaining 38% below its 2021 peak. The company's shift to personal loans, driven by affluent clientele with high incomes and credit scores, highlights its adaptability but poses risks. Investors should cautiously monitor its developments due to overvaluation concerns.

The KPMG Global Tech Report for Financial Services reveals that digital transformation is crucial for the sector's growth amidst challenging economic conditions and emerging risks. Financial services firms must leverage AI investments while moving away from isolated and short-term strategies to foster long-term value and innovation. Persistently high inflation, geopolitical tensions, and regulatory challenges necessitate efficient growth strategies, particularly as interest rate fluctuations hinder consumer spending and asset performance.

For CEOs, CTOs, and senior executives, this report offers a roadmap to harness technology for enhancing operational efficiency. It underlines the need for integrated tech solutions to secure operations against increasing cyber threats. In an environment pressured by rising compliance costs, exploring the report's insights can empower financial firms to generate value and operate effectively within tighter margins.

Trump's election may ease bank mergers, but significant political challenges remain for big banks. Regulatory bodies could soften their stance, expediting approvals without lowering requirements. Despite potential deregulation, populist skepticism persists, possibly involving state attorneys in future merger disputes. Mergers depend on regulatory signals endorsing consolidation.

SALES INSIGHTS CORNER 🌟

In the demanding landscape of FinTech, where an Account Executive's role hinges on strategic efficiency and intelligent decision-making, mastering the art of deal closure is imperative. Prioritizing high-impact tasks is crucial; employ smart time management tactics like prospecting time blocks, top-three task lists, and streamlined automation of administrative tasks.

FinTech sales leaders excel by embracing habits of continuous learning, astute listening, and impeccable organization. They meticulously track KPIs, preparing for calls with precision to drive conversations effectively. Avoid errors like premature pitching and neglecting follow-ups by keenly identifying and acting on buying signals. Through these disciplined practices, constructing a resilient, predictable sales pipeline becomes achievable. Implementing these focused habits fosters not only immediate success but sustained growth in deal closure within the financial tech arena, where small strategic shifts lead to substantial performance enhancements.

Banks are strategically leveraging Acquiring-as-a-Service (AQaaS) to reinvigorate online acquiring, a lucrative e-commerce avenue, enhancing revenue streams. This approach offers a swift, scalable integration advantage amidst fierce competition from fintech innovators like Adyen and Stripe, capitalizing on established expertise and relationships to strengthen competitive positioning in the evolving market landscape.

The latest What the Fintech podcast discusses the evolving fintech funding landscape with Amias Gerety. It covers hot trends attracting VC interest, QED Investors' fintech strategy, and vital advice for start-ups aiming to scale. The episode also forecasts venture capital dynamics for 2025 and highlights a fintech buzzword to discard.

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