Most enterprise sales teams in financial services don’t struggle with too little data, they struggle with making sense of it. With payments modernization, compliance scrutiny, and rapid innovation colliding, signals are everywhere but rarely translated into business opportunities.
For one leading payments technology innovator, the challenge wasn’t identifying market shifts. It was aligning people, data, and workflows into a system that turned those shifts into revenue.
Here’s how they reimagined complex GTM motions and unlocked new opportunities across segments with OrbitShift.
The Challenge: Multi-segment complexity
This client, a global fintech and payments provider, served three distinct segments - each with its own challenges:
- Digital-First Innovators (fintech scale-ups): Buying cycles were fast-moving but highly unpredictable, making it difficult to forecast and plan outreach.
- Established Processors (mid-to-large providers): Deals stalled in fragmented buying units with unclear ownership, slowing progress despite strong interest.
- Global Payment Giants (very large enterprise): Multi-region operations, strict regulations, and slow-moving processes meant sales cycles dragged on for months.
On top of this segmentation complexity, three additional hurdles limited growth:
- Stringent Vendor Risk Assessments delayed entry into new accounts, with due diligence processes - penetration tests, audits, and compliance certifications slowing deals to a crawl.
- Cross-Sell Blind Spots meant adjacent opportunities in treasury, payments, or merchant services went unnoticed, narrowing deal scope and leaving revenue on the table.
- Weak Signal-to-Messaging Translation left reps with strong triggers like cybersecurity incidents or regulatory actions, but no way to convert them into compelling sales conversations.
The outcome: strong market potential, but too many missed opportunities—and revenue left unrealized.
The OrbitShift solution: From Signals to Sales
OrbitShift was deployed to simplify complexity and deliver actionable intelligence across accounts of all sizes and buying velocities.
- Comprehensive Data Sources
Our Platform Integrates 6+ data pillars across 20+ sources with real-time updates (regulatory filings, hiring, leadership shifts, market signals).
→ Orbitshift gave teams a live, complete view of every account. - Simplifying Vendor Risk with rfpOS
In conjunction with sales intelligence platform, accountOS, the client onboarded our bid management platform, RfpOS for automated compliance proposal (SOC 2, ISO, penetration tests, audits).
→ We cut vendor risk assessment turnaround by 5x, unblocking stalled deals. - Deep Contextual Messaging
Equipped reps with 360° messaging—opportunity context, personas, triggers, compliance signals.
→ Turned raw data into business-ready pitches. - Unlocking Cross-Sell at Scale
For accounts with existing engagement, accountOS suggests opportunities across adjacent business units (treasury, payments, merchant services).
→ Enriched accounts with stakeholder maps and GCC pathways for expansion.
Business Impact & User Engagement
OrbitShift delivered measurable adoption, opportunity creation, and revenue outcomes:
🚀 Adoption & Engagement
- 90% of users rated OrbitShift intelligence as critical in their pursuits
- 85–90% Monthly Active Users (MAU)
📡 Opportunity Creation
- Supported pipeline activity in 35+ ongoing deals
- Adjacent-unit opportunities surfaced across farming accounts
💼 Conversion Efficiency
- Vendor risk assessments accelerated by 5x
- Sales outreach enhanced with compliance-ready contextual messaging
💰 Account Penetration
- 15% conversion rate achieved on the target account list
- Expanded presence across multi-region accounts with higher deal scope
Turning Intelligence into Impact
With OrbitShift, the client didn’t just track signals - they activated them. By embedding intelligence into daily workflows, reps moved from chasing noise to leading with precision.
Native integration with CRM, email, and collaboration tools ensured sellers didn’t need to learn another platform - they simply sold smarter, faster, and with greater confidence.
For FinTech Sales Leaders: A Playbook for Precision
If your teams are slowed by complex accounts, long compliance cycles, and missed cross-sell opportunities, the solution isn’t more dashboards—it’s actionable intelligence. OrbitShift delivers:
✅ Real-time account monitoring across all segments
✅ Automated vendor risk assessment support with rfpOS
✅ Contextual, compliance-ready messaging
✅ Cross-sell identification within complex buying units
✅ Proven pipeline uplift and account penetration
OrbitShift doesn’t just track fintech signals—it translates them into revenue.
👉 Ready to see how? Book a demo and experience OrbitShift in action.