PARTNERSHIP ECOSYSTEMS IN FINANCIAL SERVICES

Extend your reach and win more corporate clients

Whether your teams sell banking or loan services to small businesses, or 401k plans and 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 ecosystem of technology and financial services partnerships is the fastest way to gain credibility with new prospects and accelerate sales already in your pipeline. Working together you can expand your reach, share insights about accounts, and sell more financial services. 

Partner ecosystem insights and data for all revenue-focused teams:

  • Channels
  • Alliances
  • Marketplaces
  • Products
  • Sales
  • Marketing
  • Customer Success

Partnership ecosystems are an incredible growth lever for financial services firms, but most lack the data and tools they need to scale revenue with their network of advisers, consultants, technology companies, and complementary service partners. Some partners will share customer spreadsheets with you, but it’s only possible to manually map these lists against your top few hundred or thousand accounts. And sales teams never know who to engage on each account because current adviser, consultant, and partner account owner information is always out of date.  

That’s why leading firms use PartnerTap’s ecosystem platform to automate data mapping and connect your sellers with the right partners. PartnerTap gives financial services firms a fast and easy way to share sensitive data, identify 10x more partner pipeline, share active pipeline, and win new business faster with the advisers, consultants, technology, or service partners that already have the strongest relationship with each company.

Trusted by the enterprise

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How It Works

Easy to get started

Get started in minutes

Sync with your CRM, enrich prospect information from other sources, invite partners to connect, and control what data you share. Invited partners can use PartnerTap for free.

Get ecosystem view of your market

Sync with your CRM, instantly enrich data with information from other sources, and start building up a rich ecosystem view of each customer, prospect and sales opportunity.

Empower go-to-market teams

Push all ecosystem data back into your CRM sales, marketing and support teams can engage the right partners on their opportunities, campaigns, and customers.

Data-driven partner sales

PartnerTap’s partnership ecosystems software helps firms scale-up revenue and increase customer retention with an ecosystem-wide view of each customer, prospect, and sales opportunity. With PartnerTap you can:

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Instantly map millions of accounts and opportunities to identify your mutual overlap and whitespace with each adviser, consultant, and partner

Identify 10x new sales opportunities to go after with each partner

Identify expansion opportunities in existing accounts
Identify net-new “greenfield” accounts that partners can bring you in to

Empower sales teams to leverage and collaborate with the partners that already have the strongest relationship with each account

Route leads to advisers and consultants with the strongest existing relationships with each company
Share and track partner pipeline to see real-time changes in co-sell and reseller deals
Get an ecosystem-wide view of your market, customers, prospects, and sales opportunities with multi-partner ecosystem reports
Push partner data back into your CRM so sales, marketing, and customer success can all leverage partner data in their growth and retention strategies
Improve customer retention with a network of aligned partners surrounding each customer
Build an ecosystem data lake with all your mapped data from all types of partners
Get credit for the revenue partners unlock for your company – and the revenue your company drives across your ecosystem

Sail through the toughest security reviews with a SOC2 Type III, ISO 27701 and ISO 27001 certified solution that has already passed the toughest industry reviews at customers like ADP, SAP and HPE.

PartnerTap Accelerates Revenue

2900% More new logo deals sourced in first year

4xMore revenue sold through reseller in first year

$110M ACV of single deal sourced and closed with PartnerTap

100% Real-time account mapping

Enterprise Co-Selling Platform

PartnerTap is the only co-selling solution designed for the enterprise. We automate data sharing and mapping, identify more pipeline for you and your partners, and automate all the opt-ins and introductions to get sales reps and partners actively selling together on their shared accounts.

Learn about partner ecosystem platform

Integrations

Works instantly with your CRM

Connect, share, map and see data from partners regardless of which CRM they use with 100% native integrations.

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Salesforce Managed Package

Push PartnerTap data back into your CRM so sales reps and GTM teams have the partner data they need where they already work.

Learn More

We grew revenue 4x with CDW in the first twelve months using PartnerTap. PartnerTap instantly identifies the best new logo accounts for each reseller to focus on."
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Natalie Visconti-Clendenin,

Principal Strategic Partner Manager, National Partners at LastPass

Ready to scale-up
co-selling and grow faster?

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Invited by a partner?

You can use PartnerTap for free – forever.

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