financial services vertical

Financial Services Vertical

Selling and Marketing into the Financial Services Vertical

A Sampling of the Companies We Cover:

From the buyers’ point of view, few sales teams truly understand the financial services and insurance industries. But those who have accurate, reliable intelligence about their prospect’s business will earn the trust that wins deals. 

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

Looking for our complete financial services vertical coverage?

Contact us for more information on our network of 10,000+ Advisors.

Why Intelligence is Important to Selling and Marketing to the Financial Services Vertical 

Insurance and financial services companies are working their way through a digital transformation while continuing to deal with layers of ever-shifting regulations. When you target accounts in this vertical, demonstrate your understanding of the business environment and help buyers connect your solution’s benefits to their daily reality.  

If you don’t know the business as well as the buyers do, you need an ally who’ll share comprehensive, reliable intelligence including what prospects care about and why they purchase technology. Smart sales teams will go beyond traditional online research and consult with industry insiders who can map out the political, cultural, and technical landscape at your key accounts and show you the best route to a deal. These experts know what sales teams do wrong, where to find the hidden influencers, and how to gain trust with insurance and financial services buying committees.  

Emissary Advisors have years of leadership experience at the companies you’re targeting, and they’re ready to help you understand what buyers need and how they think. Leverage their intelligence to guide your sales planning, review marketing content, test-drive presentations, and fine-tune demos so every engagement strengthens your brand and deepens relationships with buyers. 

financial services vertical advisors

“What our Emissary told us in just three calls we never could have learned on our own. We better understand our buyer’s business model and what motivates them most. That’s huge.”

– Account Manager, Data Security Company

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. 

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