Financial Services
Sell more to corporate clients with partners
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Trusted by publicly-traded companies
Why financial services companies need PartnerTap
Selling, winning, and expanding services at corporate customers requires close coordination with partners, including advisers, consultants, technology companies and complementary service partners. For example:
1. Winning referrals is a co-pipeline development process.
2. Cross-selling shared clients is a co-expansion process.
3. Selling joint solutions is a co-selling process.
But financial services firms aren’t allowed to share client lists and it’s impossible to align sales teams for multi-partner selling motions without up-to-date mapped data. That’s why financial services firms need PartnerTap’s Agentic Co-Selling Platform.
PartnerTap gives financial services firms everything they need to target, sell and expand corporate clients with partners, including automated account mapping, co-selling activation campaigns, pipeline sharing, automated attribution reports, and a robust MCP for agentic co-selling. PartnerTap also offers agency services for firms that need a neutral third party to do double-blind matching and run co-selling activation campaigns on their behalf.
“Driving outcomes with your partner ecosystem requires data sharing and a co-sell activation program. This highly effective growth strategy only works if you have a solution like PartnerTap.”
Rebecca Jones
Chief Growth Officer, Bridge Partners
We use PartnerTap to orchestrate our Power of Three program and run co-sell sales plays with, through, and across our partner ecosystem.”
Darryl Gray
SVP ISV Partner Management
How do financial services use PartnerTap?
Financial services companies use PartnerTap for new partnership market sizing, targeting, and alignment with strategic partners on specific co-marketing, co-business development, and co-selling campaigns. Here’s how they do it:
- Double-blind account matching gives firms the market sizing and target accounts they need for specific sales plays. PartnerTap’s automated account mapping can be used by in-house teams or completed on your behalf by the PartnerTap Agency team.
- Pinpoint the best accounts to target with each strategic partner for co-expansion, co-business development, and co-selling motions. PartnerTap’s automated account mapping instantly shows you the mutual customers and product whitespace analysis with each partner.
- Empower sales reps with agentic co-selling so they know where partners already have customer relationships and who exactly to engage in their active opportunities. PartnerTap’s data sharing platform keeps sellers aligned throughout the year, even as AEs change roles and accounts are re-assigned. PartnerTap’s MCP works with the LLMs and agents already used at your company.
- Build an outcomes-driven data sharing program on top of PartnerTap’s data sharing policy compliance platform. The PartnerTap platform is GDPR compliant and enforces each company’s data sharing policies. PartnerTap’s platform is already approved by security, privacy, and legal teams at the largest technology companies in the world.
- Triangulate multi-partner data to for instant whitespace analysis, target account lists, and identifying the best partners to prioritize for strategic events, MDF investments, demand-generation campaigns, and multi-partner sales plays.
- Orchestrate partner-to-partner (P2P) sales motions to quickly align and introduce complementary strategic partners to work together to expand or win new logo deals at high-propensity-to-buy corporate accounts.
- Use co-selling engagement data to understand which sellers and partners need additional coaching or incentives to collaborate with each other.
- Get automated attribution tracking to measure the new high-quality pipeline and revenue generated or influenced by each partner, each co-marketing campaign, co-expansion effort, or co-selling play.
Financial impact
PartnerTap customers drive impressive outcomes
PartnerTap’s customers drive impressive outcomes and have the attribution reports to prove it.
50%
Partner Manager time saved each week
Top 5 global software company’s PAMs moved from reactively looking up accounts one-by-one to proactively identifying new pipeline.
100x
More partner sales rep introductions
Top 10 global OEM activated thousands of new sales conversations for refresh and cross-selling sales motions.
$1B
New partner-sourced pipeline generated
Top 5 global software company generated more than a billion dollars in net-new pipeline for their sales teams and partners.
40%
Win rate on PartnerTap deals
Top 10 global OEM sees 4x higher win rates on opportunities identified and activated by PartnerTap.
MCP & AI
Agentic Co-Selling Platform
PartnerTap’s MCP gives companies unlimited access to the interconnected, multi-partner mapped data, attribution details, and power of PartnerTap so companies can add agentic co-selling to their existing sales agents, marketing agents, partner team agents, and success team agents.
CUSTOMER RECOGNITION & AWARDS
Recognized by the people who use it
G2 awards are earned from verified customer reviews. Our customers have tried the other solutions and speak with confidence when they say PartnerTap is the easiest to setup, easiest to administer, easiest to use, and has the best ROI because PartnerTap actually generates new revenue with partners.
Best ROI
Easiest Setup Enterprise
Easiest Admin Enterprise
Easiest To Use Enterprise
High Performer Enterprise
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