Selling and Marketing Intelligence for the Financial Services Vertical
Bind Your Solution to the Most Impactful Financial Services Business Matters in 2023
We asked executive level tech buyers in the financial services space what business budgets, strategies, and issues they plan to observe during 2023. Those tech marketers and sellers who use these insights and tie their solutions to improve sales processes have a better possibility of outgaining competitors.
Budgets are driven largely by continued investments in CX. In addition, Emissary Advisors perceive that 2023 will bring a tightening of privacy and data regulations.
Access the Full Data Sheet:
A Sampling of the Companies We Cover:
Financial services enterprises depend on technology to capture value from digital assets, attract fraud-wary consumers, and optimize operations. The key to winning deals in this industry is getting accurate intelligence so you can plan and execute effectively.
Examples of some of the companies that our Emissary Advisors cover in the financial services vertical:
- AIG
- Ameriprise Financial
- Capital One
- Fannie Mae
- HSBC
- JPMC
- Mastercard
- PayPal
- USAA
- Wells Fargo
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Why Intelligence is Important to Selling and Marketing to the Financial Services Vertical
Financial service companies are banking on revenue growth in 2023, partly due to newly forming digital asset markets. Most are in the middle of a technical transformation and need partners who can help them optimize solutions to handle industry changes, such as shortened settlement cycles, and improve efficiency, especially in the finance function. The industry continues to tackle fraud and data security challenges while working to attract consumers by giving them more control and access to their information.
A sales team targeting financial services accounts must understand the business from the inside, including the personal dynamics of the buying committee, the buying process, and cultural values. With that intelligence, you’ll identify the most urgent drivers behind their purchases and what they expect from the sales process.
You can spend years collecting this crucial information, or you can connect with someone who already has it, like an Emissary Advisor. Emissary Advisors have held key executive positions at your financial industry accounts. They’ve worked with the people you need to meet and understand why sales teams fail or succeed. With their experience on your side, you’ll know how to move the deal forward at each engagement.
Insights into the Financial Services Vertical Modern Tech Buyer
Leverage Emissary for financial services vertical account and industry data, buyer-specific messaging, to drive marketing-influenced pipeline, and execute account-based marketing (ABM) strategy.
Ready to Leverage the Emissary Human Intelligence Network?
Get more information on working with Emissary Advisors.
Tony Jaros
Chief Executive Officer
A product-focused, customer obsessed leader with a long track record of bringing new ideas to complex markets while building high performing and collaborative teams, Tony most recently served as CEO at Legacy Data Access, a healthcare software company. Other notable roles include CEO of CultureIQ, an employee engagement company sold to Perceptyx in 2021, and President and Chief Product Officer of SiriusDecisions, which he joined as a startup almost 20 years ago and helped build the organization into the worldwide leader in B2B sales, marketing and product management research, benchmarking and advisory services. Early in his career, Tony held product and consulting roles at Peppers & Rogers Group and Simba Information. He holds an MBA from New York University and a BSJ in Journalism from Northwestern University.
Erin Provey
VP Products
Erin has 20 years of experience in B2B product and service innovation and leadership roles, with a consistent focus on growth through customer-centricity. Most notably, Erin spent nearly a decade at SiriusDecisions (now part of Forrester Research) in a range of research and advisory product leadership roles, responsible for the entire innovation lifecycle: discovery, design, development, sales enablement, launch, implementation, and research/voice-of-the-customer-based iteration and enhancement. As part of this work, she was one of the most prolific commercially-viable content creators and public speakers, authoring and presenting hundreds of commercially-viable research briefs, models, frameworks, templates, tools, and one patented methodology – building world-class delivery teams and working closely with hundreds of the world’s leading B2B marketing leaders to operationalize these best practices in pursuit of revenue objectives.
Adam Rice
VP Engineering
Dynamic, results-driven agile technology leader with over 12 years of leadership experience and 10 years of hands-on software development experience. Adam has significant expertise in designing, building, and running highly available software as a service. He loves being part of a team where he can be instrumental in building and running a world-class team of software practitioners based on shared cultural values including collective ownership, pragmatic mastery, and continuous improvement.
Diana Kudajarova
VP of Operations
Diana has extensive experience in senior operational roles at technology startups. Before becoming VP of Operations, she was Emissary’s Chief of Staff and Head of Revenue Operations. Prior to joining Emissary, she was Director of Sales Operations for Burning Glass (a Boston-based job market analytics company). Diana has a PhD in History from Harvard University and was, in another life, a consultant for Monitor Consulting and professor of management at Moscow School of Management. Diana was also a co-founder and operator of four critically acclaimed restaurants in Cambridge and Somerville, Massachusetts,
Morgan Costello
Director, Advisor Operations
Morgan oversees advisor operations at Emissary. Prior to joining Emissary, Morgan spent the last 9 years building and optimizing high performing operations teams from the ground up. Morgan previously ran operations at the home services network, Handy, scaling the professional platform by over 10x before being acquired by ANGI Homeservices. Having worked in professional services and consumer services, Morgan is an expert in how to scale and grow operations.
Seleste Lunsford
Chief Research and Strategy Officer
Seleste has been a leader and consultant in the sales effectiveness space for over 20 years, running professional services, product and marketing organizations. She is a regular contributor to industry publications, a conference speaker and has written two books and countless papers on B2B revenue strategies.
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