Sales operations are key to conversion in fintech

Build your sales ops command center

Fintechs need the agility to experiment, iterate, and execute at pace with your rapidly evolving space. Invest early in learning what works.

Shift your sales effort up a gear

Using smart, high-touch automation, your sales team can concentrate their time spent on highest and best use — engaging your customers.

Convert your leads into customers

Build mutual trust with your customers through values-driven content, then identify and engage with those most likely to convert.

Savvy investors hate to be sold to.

(...And most operators in the fintech space today get this wrong.)

Investors want to maximize returns, minimize cost, and have developed a healthy skepticism of those in the investment space who aim to part them from their hard-earned savings. Investors are smart.

All this is true enough of both accredited and non-accredited investors so as to make the distinction far less important in your approach to selling than the contrast with institutional investment sales or consumer good sales.

Selling to savvy investors requires a thoughtful approach, focused on the both quality of the client experience as well as efficiency through smart automation. Cmd+Shift+Convert calls it "anti-sales"...