Banking & Financial Services

Extend your reach as a trusted adviser and win more corporate clients

Capital makes the business world go ‘round. Whether you provide loans, credit cards, banking, investment or retirement 401k services, your corporate clients rely on you to meet their financial services needs. Whether you sell banking services to small businesses, or M&A services to the Fortune 500, CEOs and CFOs want to work with people they trust.  So how can you build trust with new clients? Leveraging your technology and financial services partners is the fastest way to gain credibility with your prospects. Working together you can expand your reach, share insights about accounts, and accelerate your deals.

PartnerTap’s financial services partner ecosystem software and platform helps you sell your banking and financial products to more clients, faster:

  • Stand out amongst a crowd of financial services providers with personal introductions from your technology and service partners that already have relationships with the executives you want to help
  • Leverage your technology partners’ networks to sell more value-add services
  • Know which prospects are looking for new financial services so you can get involved early in their decision-making process
  • Instantly identify which partners have sold into each company so you can leverage their account knowledge
  • Compare intel about accounts and prospects with partners to better understand the personalities and decision-making process at each company
  • Impress new partners with how fast you can map accounts, share leads, and collaborate on real sales opportunities
  • Reclaim your evenings for you and your family instead of schmoozing at networking events trying to find people that can introduce you to new clients

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