Your Weekly Fintech Sales Intelligence Newsletter | Volume 34

Plus: 🚀 The 3 tools boosting sales leader productivity in 2025

Author

Rafe Houston
July 16, 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 🎯

AI isn’t optional anymore. But most sales teams are buying insight tools when what they really need is execution.

In this week’s post, we break down:

  • Why most GenAI tools stall at surface-level signals

  • What real sales AI looks like in the field

  • The RIGHT framework to evaluate tools that actually drive deals forward

If your sales AI can flag risk but can’t tell reps what to do about it, it’s not helping.

👉 Use this guide to cut through the noise and choose a sales operating system that moves the needle.

📣LEADING VOICES 

👨‍💻 The Tech Trio That Saves My Sanity (and Hours!) Every Week | Saul Lew via LinkedIn

I’m a huge believer in working smarter, not harder. Over the past few years, I’ve built a small productivity tech stack that has literally saved me hundreds of hours. Hoping this inspires some ideas for your own workflows!

1. Notion: Productivity Management
2. Make.com: Automation
3. Claude by Anthropic:

Always happy to chat about tech and productivity if anyone wants to go into more detail on any of these (or chat about Hive Perform - another favourite of mine.

INDUSTRY INSIGHTS 🌐

Bitcoin's surge past $120,000 underscores the impact of increased institutional investments and the anticipated regulatory clarity from U.S. lawmakers' Crypto Week. The price rally is driven by significant inflows into Bitcoin ETFs, reaching $1.18 billion, amid long-term buying trends. This development is particularly relevant as it hints at a potential shift in market dynamics, benefiting both institutional participants and individual investors seeking clarity in the digital asset landscape.

CNBC

GenAI enhances discoverability by breaking down internal silos in financial services, empowering teams with access to invaluable information previously obscured. It aids users in transforming vague inquiries into insightful explorations and facilitates intelligence-driven decision-making, fostering innovation and collaboration within organizations. This capability promises a cultural shift toward more connected, informed environments.

FinTech Futures

PayJunction and Twilio's partnership integrates AI-driven voice payments with Twilio's customer engagement platform, targeting a $1.2 trillion payments market by automating phone payments and reducing costs. This collaboration offers mid-sized businesses a 40-60% faster time-to-market and an opportunity to tap a $56 billion addressable voice commerce market.

Robinhood's stock rose over 160% this year, but it faces challenges including a Florida crypto investigation and scrutiny for taking 25% from U.S. staking rewards. The company also encounters European regulatory review of its synthetic stock tokens for firms like OpenAI.

Banks are transitioning from digital-first to experience-first strategies, reducing customer onboarding from weeks to minutes. This shift relies on empathy-driven design by teams understanding customer frustrations firsthand. Enhanced customer experience prioritization is leading to measurable improvements, notably increased digital engagement.

Tearsheet