Your Weekly Fintech Sales Intelligence Newsletter | Volume 24

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TODAY’S PICK 🎯

Are Dashboards Holding You Back?

So many leaders are drowning in data but still unsure where to focus next. Despite all the dashboards, reports, and metrics, many still find themselves asking:

• Which deals are slipping?

• Who needs coaching?

• Can I trust my forecast?

Data isn’t the problem. It’s about the signal in that sea of numbers. Dashboards are great for tracking activity, but they don’t tell you what to do next. Learn more about why more dashboards won’t solve your sales challenges, and what sales leaders of winning teams are doing to lead their teams with confidence

👉Get the clarity you need from your data.

📣LEADING VOICES 

INDUSTRY INSIGHTS 🌐

JPMorgan Says AI Helped Boost Sales, Add Clients in Market Turmoil

JPMorgan’s strategic integration of AI tools has proven invaluable, particularly during periods of market volatility. By leveraging these technologies, the bank accelerated response times to anxious client inquiries and also succeeded in boosting sales among wealthy clients during April’s market turbulence. This highlights how AI, when thoughtfully deployed, can directly support both client relations and revenue generation, even under challenging conditions.

Importantly, JPMorgan’s move is part of a broader shift within the financial sector, as major competitors like Goldman Sachs and Morgan Stanley adopt generative AI assistants and chatbots to streamline operations for staff and enhance service delivery. The key takeaway for industry professionals is clear: adopting advanced AI solutions is rapidly becoming essential, not just for operational efficiency but as a competitive advantage in high-stakes financial environments.

Is Your Startup Ready for An Enterprise Partnership?

Strategic enterprise partnerships can transform a startup’s growth trajectory, especially in the fintech space. Early-stage companies should focus on building product-market fit and credibility independently before targeting enterprise distribution partners, ensuring that their offerings are robust and have strong support from initial customers. Leveraging these partnerships accelerates market access, enhances operational support, and provides competitive advantages, but requires intentional timing and credible proof points.

Success hinges on clear KPI alignment, iterative pilots such as targeted email campaigns, and a patient yet persistent approach—partnerships can take years to materialize. Executing on these principles not only prepares startups for lasting B2B2B success, but also fosters trusted relationships that may ultimately transform them into industry leaders.

IBM and Box Partner on Enterprise AI for Businesses

IBM and Box have joined forces to propel enterprise AI adoption, merging IBM's watsonx platform with Box AI’s user-friendly, closed-system approach. This partnership empowers organizations—especially those in highly regulated sectors like finance—to leverage powerful AI models, such as IBM's Granite and Meta's Llama, for secure data management and accelerated workflows without extensive coding.

Key benefits include enhanced document analysis, streamlined fraud detection, and improved regulatory compliance. Both companies are integrating each other's technologies internally, demonstrating trust and a commitment to responsible AI governance. By offering customizable, scalable AI solutions for handling sensitive, unstructured business data, IBM and Box are setting a new industry standard for security, efficiency, and tailored enterprise intelligence.

Morgan Stanley to Launch Crypto Trading for E-Trade Clients Next Year

Morgan Stanley’s decision to introduce crypto trading on its E-Trade platform marks a significant milestone for mainstream adoption of digital assets. This move, prompted by a friendlier U.S. regulatory environment under President Trump’s administration, reflects a broader shift among major banks toward embracing crypto as a core investment class. By planning to offer spot trading for assets like bitcoin and ether, Morgan Stanley aims to stay ahead of rivals like Schwab, while directly challenging established crypto players such as Robinhood and Coinbase.

The increased interest in crypto among traditional financial institutions will enhance competition and potentially reduce barriers for retail investors. As regulatory agencies soften their stance, established banks now have the green light to innovate and meet investor demand for digital assets. This competitive pressure could increase access, bolster security, and elevate standards across the investment landscape.

How Much Time Is AI Saving Advisors? And How Do They Spend It?

AI tools are fundamentally reshaping how financial advisors allocate their time, delivering notable efficiency gains—from notetaking and client communications to advanced tasks like tax modeling and insurance analysis. Advisors report saving 5–10 hours per week, often translating these gains into enhanced client service, deeper planning work, and business development. Rather than simply reducing workload, these gains enable advisors to focus on higher-value, growth-oriented activities and build stronger client relationships.

Importantly, firms that actively measure and share best practices for AI adoption maximize these time savings and promote continuous improvement.