INDUSTRY · FINTECH

Make complex sales conversations actionable.

When multiple stakeholders, objections, and conversations are involved, understanding an opportunity takes much more than checking the CRM stage. Performy connects the context to show what's happening and what to do next.

Make complexity actionable →

One deal · many conversationsFinTech

Many conversationsOne contextSignalAction

CFO“What's the ROI?”

CTO“How does this integrate?”

Procurement“We need to review terms.”

CEO“Let's discuss the business case.”

ComplianceNo conversation yet

Deal contextReturnIntegrationTermsBusiness case

Missing stakeholderUnresolved objectionDecision process unclear

ActionBring in the CFO

ActionClarify the decision process

Illustrative example.

The industry reality

One deal. Many conversations.

Each stakeholder asks something different before the deal moves forward.

CRMNegotiation

≠

RealityFour stakeholders, four different concerns

How Performy sees it

What stays scattered across conversations.

StakeholdersWho's involved and who isn't

Who's in the conversation and who's missing.

ObjectionsWhat's still unresolved

The concern someone raised and no one closed.

DecisionHow the decision gets made

Who approves, in what order and on what criteria.

CriteriaWhat each one needs

Return, integration, terms and business case.

From signal to action

From deal context to the next action.

StakeholderBring in the CFO.

Before the ROI question stalls the deal.

DecisionClarify the decision process.

Who decides and what they still need to do it.

ObjectionClose what's still open.

With the exact conversation where it came up.

How it works in FinTech

From many conversations to one understood opportunity.

Conversations with each stakeholder + deal contextCFO, CTO, procurement and leadership, alongside what the CRM says.

Opportunity intelligenceEverything said, connected in one context.

Risk and decision signalsWho's missing, what's still open, how the decision gets made.

ActionWhat to do next and with whom.

Before the meeting

See the stakeholder map and what each one asked for.

During the deal

Conversations connect into a single context.

In the review

You see which deals depend on an absent stakeholder.

Before moving forward

You know which objection is still open.

Proof

Built on real sales conversations.

3,5×

Higher close rate with performance > 65%.

95%

Of sellers improved their performance in < 60 days.

100%

Of sales meetings evaluated in real time.

General Performy data. Not specific to any one industry.