Financial Services
go-to-market guide

Financial Services Insights

Financial Services markets provide tremendous opportunities for enterprise solutions. But the industry is complex and requires a detailed understanding of target organizations and personas. This go-to-market guide provides valuable insights into the different Financial Services sectors for product marketing, sales enablement, and learning teams.
Based on insights aggregated across hundreds of projects with companies like Thomson Reuters / Refinitiv, ICE Data Services, LexisNexis, and Lumen / CenturyLink, it covers:
  • Target Segments (31 organization types)
  • Key Personas (59 vertical specific and enterprise roles)
  • Example Workflows
  • Example Industry Trends
  • Top of mind Challenges and Opportunity areas
Financial Services go-to-market guide
Insights across asset management, brokerage, capital markets, venues, wealth & financial advisory, retail banking, and insurance.