ON-DEMAND WEBINAR

Activating Competitive Response to Fintech Disruption

How Frontline Marketing and Sales Teams Can Initiate an Immediate Go-to-Market Response

Fintech entrants are changing the customer value equation and causing a major impact on consumers’ behavior. Financial services incumbents still have Go-to-Market advantages on their side for immediate market action.

Access our on-demand webinar to learn how incumbents can capitalize on the advantages they already have and execute tactical go-to-market actions for a competitive response. In 30-minutes, we go in-depth on four incumbent advantages.

4 reasons incumbents have the upper hand…

Existing Revenue Pathways
Incumbents have a massive customer base and established position. They need to harness their portfolio to refine and broaden their appeal.
Audience Perceptivity
Incumbents have a massive amount of historical data and insights to gain a greater perception into market needs. We’ll cover ways this data can be used to improve CX.
Omnichannel Presence
Our research shows physical presence in a community, in-person, or over the phone is still sought after. Fintech entrants by nature are going to use technology as their main product delivery platform.
Brand Platform
The most underused tool is a brand’s platform. While incumbents already have an established platform, Fintech entrants will struggle to delineate their brand and build awareness.

These details and more can be found in our Fintech Disruption Go-to-Market Toolkit. We analyzed the entrant and incumbent strategies of over 100 financial services and fintech companies across banking and payments, insurance, and investments to understand whom, how, and with what is needed for competitive advantage.

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About the Speakers

Steven Lewis

Steven Lewis leads our Go-to-Market solutions practice, guiding the development and delivery of strategic efforts with sales and marketing leaders. Steven brings a differentiated go-to-market point of view that fuses insights and innovation with a focus on data, customer experience, business imperatives, and an understanding of complex routes to market, to drive effectiveness and cohesion across organizations he consults with. Steven has deep industry expertise within financial services and high tech (channel), working with industry leaders to understand the market and business dynamics and enable the development and implementation of innovative go-to-market solutions.

Brice Chaney

As Vice President of Accounts, Brice works with client leads to deliver creative and effective go-to-market solutions and programs. Brice has spent the last 12+ years broadly in the commercial strategy and insights space. Within this space, Brice has a diverse background spanning analytics, consumer insights/research, commercial strategy, and sales and marketing operations, and has worked across multiple B2B and B2C industries including software/technology, insurance, financial services, CPG, and Media.