Financial Services

Financial Services

The Financial Services Environment

Over the past decade, the Financial Services Industry has seen an unprecedented increase in competition. Fierce competition drives confusion in the buying process leading many existing customers to reassess long-standing relationships. This unwittingly leads to increased churn rate or decreased usage of your products and services. All coming at a time when businesses of all sizes are challenged to find new and creative ways to grow their margins and optimize their free cash flow.

How Salelytics Can Help with Your Financial Services

From new logo sales to account management, our high touch, consultative approach joined with innovative technology and data analytics ensures we drive revenue at the right cost while delivering best in class customer experience & compliance. We have a track record of success in Small Business & Enterprise Business Payments, Consumer Credit Cards, Business Financing, International Wire Transfer, Merchant Services & Merchant Processing leveraging Funnel Development, Team Sell, Sole Territory Coverage, Transnational Account Management & Customer Retention.

Salelytics Icon

Average tenure over 13 years, average associate tenure 3.2 years and average leadership tenure 7.3 years


Over 85% of Financial Service Clients rated Salelytics 2018 performance as Above Average or Excellent


Strong Record of Promotion from Within - Over 95% of Financial Services leaders started as Sales Associates

Call Compliance

99.82% call compliance across all measured transactions

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