Financial Services

Maximize ROI with Proven Financial Services Strategies

Digitization & Competition Are Driving New Go-to-Market Initiatives

The financial services industry faces new customer demands, changing go-to-market (GTM) strategies and competition.

To stay competitive and achieve growth, these organizations must be agile, adaptable and strategic in their GTM strategies. In addition, the acceleration of technology and digital platforms has further intensified the need for businesses to adapt and evolve their strategy. The increased complexity of service business models and the rise of new competitors, offerings and acquisitions make it critical to have the right combination of sales channels, roles, tools and resources.

Alexander Group can help you navigate the complexities of the financial services industry and develop a strategy that drives success for your organization.

How We Help

  • Identify & capitalize on new growth opportunities: Start by identifying new markets, trends and opportunities that can drive growth for your organization.
  • Optimize sales channels & customer segmentation: Evaluate your current sales channels and customer segments, and identify ways to optimize them for better results.
  • Develop a digital transformation strategy: With the increasing importance of technology and digital platforms in the financial services industry, develop a strategy that leverages these tools to drive growth and efficiency.
  • Improve operations & increase efficiency. Streamline your operations and identify areas for cost savings and efficiency improvements.
  • Enhance your GTM strategy: Develop a GTM strategy that is tailored to the financial services industry and its unique market challenges.
  • Align your sales & marketing efforts: Align your Sales and Marketing efforts to ensure they work together effectively to drive new business and retain existing customers.

Participate in Our Research

Open Opportunities Briefing Offers

Upcoming Financial Services Events

  • B2B Marketing: Marketing, Product & Digital Strategies for Growth

    Virtual Roundtable

    Generating demand, driving conversion and enhancing customer experience are key marketing objectives for growth. But which marketing, product and digital resources and investments should be made to achieve these goals?

    Join your colleagues for a B2B marketing virtual roundtable where Alexander Group marketing services practitioners will explore recent insights and data on the five marketing growth plays for commercial excellence generated from a survey with 200+ marketing leaders and 35+ interviews with B2B marketing executives.

    • Tuesday, February 18, 2025
      10:00 a.m. – 11:00 a.m. EST
    • Virtual
  • Revenue Operations Symposium

    Virtual

    The Revenue Operations Symposium provides the latest research, trends, practical examples and best practices on key topics to evolve and adapt RevOps functions:

    • Provide insight and drive processes that increase commercial team productivity to grow existing and new business
    • Enhance customer experience and revenue potential through cross-functional operations
    • Provide advanced analytics that use forward-looking data to drive decision-making for commercial teams

    Attendance is complimentary. Event details, speakers and agenda to come soon.

    • Wednesday, March 12, 2025 –
      Wednesday, March 12, 2025
    • Virtual
  • Women Revenue Leaders Forum

    St. Regis Hotel, Chicago, IL

    Join hundreds of women senior sales, marketing, commercial and operations leaders to share stories of transformation, connect 1:1 virtually, and take away actionable ideas.

    • Tuesday, April 29, 2025 –
      Wednesday, April 30, 2025
    • St. Regis Hotel, Chicago, IL
  • Marketing Symposium

    New York, NY

    Exclusively for B2B marketing executives, the B2B Marketing Symposiums create an innovative space for leaders to network and contribute skills, knowledge and experiences across B2B marketing practices including:

    • Marketing archetypes
    • Customer segmentation and targeting
    • Customer persona profiling
    • Opportunity modeling
    • Demand generation
    • Modernizing product commercialization
    • Generative AI for marketing
    • Revenue attribution
    • Marketing ROI
    • And more!

    Attendance is complimentary. Event details, speakers and agenda to come soon.

    • Tuesday, June 10, 2025 –
      Tuesday, June 10, 2025
    • New York, NY
  • Marketing Symposium

    London, UK

    Exclusively for B2B marketing executives, the B2B Marketing Symposiums create an innovative space for leaders to network and contribute skills, knowledge and experiences across B2B marketing practices including:

    • Marketing archetypes
    • Customer segmentation and targeting
    • Customer persona profiling
    • Opportunity modeling
    • Demand generation
    • Modernizing product commercialization
    • Generative AI for marketing
    • Revenue attribution
    • Marketing ROI
    • And more!

    Attendance is complimentary. Event details, speakers and agenda to come soon.

    • Thursday, June 12, 2025 –
      Thursday, June 12, 2025
    • London, UK
  • Sales Compensation Symposium

    Virtual

    Explore the latest trends, share ideas and experiences, and network with your peers at the #1 event for sales compensation professionals!

    Sales Compensation is a convergence accelerator—it brings together organizational structure, jobs, processes and metrics to deliver faster ROI and customer value. Leading firms use sales compensation as a strategic advantage by defining strategy, managing success metrics, assisting with change management and ultimately providing continuous improvement tactics.

    At the Sales Compensation Symposium, you will engage with sales comp colleagues and experts through keynotes, panels and workshops. The Sales Compensation Symposium provides the latest research, trends, practical examples and best practices of sales compensation governance, design and administration.

    • Tuesday, August 5, 2025 –
      Tuesday, August 5, 2025
    • Virtual
  • Sales Compensation Symposium

    San Francisco, CA

    Explore the latest trends, share ideas and experiences, and network with your peers at the #1 event for sales compensation professionals!

    Sales Compensation is a convergence accelerator—it brings together organizational structure, jobs, processes and metrics to deliver faster ROI and customer value. Leading firms use sales compensation as a strategic advantage by defining strategy, managing success metrics, assisting with change management and ultimately providing continuous improvement tactics.

    At the Sales Compensation Symposium, you will engage with sales comp colleagues and experts through keynotes, panels and workshops. The Sales Compensation Symposium provides the latest research, trends, practical examples and best practices of sales compensation governance, design and administration.

    • Thursday, August 7, 2025 –
      Thursday, August 7, 2025
    • San Francisco, CA
  • Sales Compensation Symposium

    Minneapolis, MN

    Explore the latest trends, share ideas and experiences, and network with your peers at the #1 event for sales compensation professionals!

    Sales Compensation is a convergence accelerator—it brings together organizational structure, jobs, processes and metrics to deliver faster ROI and customer value. Leading firms use sales compensation as a strategic advantage by defining strategy, managing success metrics, assisting with change management and ultimately providing continuous improvement tactics.

    At the Sales Compensation Symposium, you will engage with sales comp colleagues and experts through keynotes, panels and workshops. The Sales Compensation Symposium provides the latest research, trends, practical examples and best practices of sales compensation governance, design and administration.

    • Tuesday, August 19, 2025 –
      Tuesday, August 19, 2025
    • Minneapolis, MN
  • Sales Compensation Symposium

    New York, NY

    Explore the latest trends, share ideas and experiences, and network with your peers at the #1 event for sales compensation professionals!

    Sales Compensation is a convergence accelerator—it brings together organizational structure, jobs, processes and metrics to deliver faster ROI and customer value. Leading firms use sales compensation as a strategic advantage by defining strategy, managing success metrics, assisting with change management and ultimately providing continuous improvement tactics.

    At the Sales Compensation Symposium, you will engage with sales comp colleagues and experts through keynotes, panels and workshops. The Sales Compensation Symposium provides the latest research, trends, practical examples and best practices of sales compensation governance, design and administration.

    • Thursday, August 21, 2025 –
      Thursday, August 21, 2025
    • New York, NY
  • Executive Forum

    The Breakers | Palm Beach, Florida

    Join hundreds of senior sales, marketing, commercial and operations leaders to share stories of transformation, connect 1:1 virtually, and take away actionable ideas for how to align growth through convergence.

    • Wednesday, October 22, 2025 –
      Friday, October 24, 2025
    • The Breakers | Palm Beach, Florida

Join our Financial Services Community

Alexander Group’s community enables leading executives to share insights and takeaways for immediate use. Participants engage with sales leaders in interactive discussions while gaining knowledge on best practices, pitfalls and challenges.