ACT Helps Top FinTech Leader Beat Sales Goals by 29%

The Company:

Global FinTech company enabling secure online payments, money transfers, and financial services for businesses and consumers worldwide.

The Challenges:

  • Selling complex 160+ product portfolio
  • Enhancing Sales Pipeline Hygiene and Management
  • Scaling sales outcomes

The Partnership:

To address the diverse needs of their clients, our partner developed a portfolio of 160 different solutions. However, the sheer number of offerings made it difficult for their sales agents to navigate effectively, making it time-consuming and difficult to match customer needs with solutions. This led to customer dissatisfaction and missed revenue opportunities. Similar challenges arose when upselling existing customers – additionally, an outdated client database made the upselling process even more difficult.

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