Your Weekly Fintech Sales Intelligence Newsletter | Volume 35

Plus: 🧠 Claude AI enters finance

Author

Rafe Houston
July 23, 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 🎯

In sales, strategy rarely dies loudly. It just quietly fails to show up.

Reps nod. Enablement runs a session. Then… silence.

In this month’s Hive Perform Lab, their product team shares a new experiment designed to track if your messaging is actually being used in the field and if buyers care.

You’ll learn:

  • Why usage ≠ resonance

  • How they are testing USP performance tracking in live deals

  • What teams are learning when strategy misses the mark

If you’ve ever launched a new narrative and wondered whether it stuck, this one’s for you.

📣LEADING VOICES 

🚨 Sales Training Is Broken

CAC is up, win rates are down, and buyers are doing most of their research before speaking to reps—yet many teams are still using outdated training and generic tools.

💡 Fix it by focusing on:

1. Live coaching, not one-off sessions
2. Actionable insights, not static dashboards
3. Vertical AI tailored to your sales motion

🚀 Teams doing this are seeing 8x higher rep productivity, 40% more MQLs per rep, and lower CAC—without scaling headcount.

INDUSTRY INSIGHTS 🌐

Anthropic's Financial Analysis Solution equips financial professionals with AI-powered tools to efficiently analyze markets and conduct due diligence. Integrating platforms like Palantir and FactSet, the solution enhances data transparency and speeds analyses. Partnerships with firms like Deloitte bolster adoption, proving its relevance through significant productivity gains.

FinTech Global

Bitcoin's price surge, driven by structural demand, Wall Street adoption, and burgeoning interest in spot Bitcoin ETFs totaling $153 billion, reflects its mainstream financial significance. This momentum coincides with proposed U.S. legislation potentially clarifying crypto regulation, attracting institutional investors by mitigating legal ambiguities. This progression suggests solidifying Bitcoin's role as a macro asset.

CNBC

Block's shares surged over 10% upon its upcoming inclusion in the S&P 500, replacing Hess after Hess's acquisition by Chevron. Despite earlier disappointing earnings and a cautious economic outlook, Block's market cap remains robust relative to S&P 500's median, reflecting its role in fintech expansion, including eCommerce and blockchain services.

CNBC

The UK's ambitious Leeds Reforms aim to establish it as the premier hub for financial services by 2035 through initiatives like increased lending capacity and reducing regulatory hurdles. Simultaneously, Lloyds considers acquiring digital wallet fintech Curve, potentially for 120 million, underscoring ongoing market consolidation. Additionally, Panacea Financial expands its Series B funding, emphasizing the targeted growth in fintech solutions for medical professionals.

Broadridge Financial Solutions, Ripjar, and M3 are making key leadership appointments to enhance AI, policy design, and tech scaling capabilities, indicating strategic positioning in fintech advancements. Partnerships like those by Cathay United Bank, Leeds Building Society, and Chocolate Finance signify regional expansion and tech integration for better customer services. New funding, such as CertifID's $47.5 million and Heka's $14 million, reflects growth potential and innovation within the fintech space.