Your Weekly Fintech Sales Intelligence Newsletter | Volume 28

Plus: Why most investors don’t spot GTM breakdowns until it’s too late

Author

Rafe Houston
June 04, 2025 • Estimated Reading Time: 6 minutes

SPONSORED BY

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.

To ensure you continue receiving our newsletters, please add [email protected] to your contact list!

TODAY’S PICK 🎯

By then, it’s too late: numbers are missed, narratives shift, and execution gets rewritten post-mortem.

Our latest One Pager for Investors reveals how Buyer Intelligence is helping portfolio leaders:

  •  Spot risk in the funnel before forecasts fail

  • Separate real signals from CRM noise

  •  Back high-performing teams with precision

📣LEADING VOICES 

Culture Is What Happens When No One Is Watching!

As a GTM enablement leader, I’ve coached hundreds of teams. The biggest myth I see is that culture is defined by the values on your About Us page.
Culture lives in the moments between meetings, in how feedback is shared, knowledge is transferred, and wins are celebrated... or not!

Press here to learn more.

INDUSTRY INSIGHTS 🌐

Card issuing and acquiring remain intricate processes that many fintech companies struggle to fully master. These processes involve a delicate balance of managing customer transactions, ensuring compliance with various regulations, and maintaining robust security measures. For fintech firms, particularly those eager to innovate swiftly, the challenge lies in aligning their innovative solutions with the rigid frameworks of traditional payment systems.

The integration of personalized and secure services with viable economic models poses a complex task, demanding both technological sophistication and regulatory compliance. This intricacy underscores the importance for fintechs to develop an in-depth understanding of payment infrastructures. Success in this domain involves not only technological innovation but also a strategic alignment with established financial protocols, illustrating the multifaceted nature of modern financial ecosystems.

Aevi and QorPay's partnership enhances global in-person payment interoperability by integrating advanced orchestration technology. This allows QorPay to streamline device deployment and manage endpoints, offering businesses scalable, connected payment solutions. Essential for ISVs and merchants, it meets evolving market demands with customizability and operational efficiency.

Uplinq, a US FinTech focused on AI-powered bookkeeping, secured a $10m Series A funding to enhance tax management for SMBs. The capital, spearheaded by Next Coast Ventures, will fuel Uplinq's product innovation and AI enhancements, while scaling customer acquisition efforts. By automating cumbersome tasks like transaction categorization and predictive reporting, Uplinq streamlines financial management for SMBs burdened by manual inaccuracies. Serving nearly 1,000 businesses across diverse sectors such as eCommerce and healthcare, the platform has achieved a significant 80% reduction in manual entry, boosting accuracy.

This growth trajectory is underscored by Uplinq's 3x growth in 2024, with plans to expand further into 2025. Operating from Phoenix, the company plans to bolster its workforce with a focus on engineering and customer success. Uplinq is establishing itself as a leader in intelligent financial management, empowering SMBs to make strategic financial decisions with real-time insights. With this investment, Uplinq aims to redefine how small businesses approach bookkeeping and tax compliance.

Conduit secures $36 million in Series A funding to enhance stablecoin-based cross-border payment systems, emphasizing speed, efficiency, and cost-effectiveness compared to traditional networks like SWIFT. With direct bank connections across five continents, Conduit's growth highlights stablecoins' role in global financial transactions, promising improved economic opportunities. The firm's approach saves substantial time and fees in international payments, appealing to businesses seeking reliable and transparent alternatives.

Kashable, a New York-based FinTech company, has secured a $250 million credit facility to expand its employer-sponsored credit and financial wellness solutions. Led by Nomura Corporate Funding, the facility, with participation from MidCap Financial, underscores confidence in Kashable’s platform. The company, founded in 2013, offers payroll-integrated loans, budgeting tools, credit monitoring, and coaching, all designed to enhance long-term financial stability for employees. Kashable’s mission is to broaden access to affordable credit, reaching over 4 million employees, including those at Fortune 500 companies and government agencies. The funding will bolster HR and payroll integrations and further develop wellness tools.

YOUR FEEDBACK MATTERS🗳️

How well did today’s newsletter align with your priorities?

Login or Subscribe to participate in polls.