FinTech & Payments Growth Roundtable

Tuesday, July 23, 2024
FinTech Roundtable

Join Simon-Kucher in our New York office for a complimentary facilitated discussion focused on leading practices used by sales and marketing organizations in financial services, payments, and cutting-edge technology sectors. Network with industry experts to address the most relevant issues impacting growth in the market today.  

Key topics to be addressed in this roundtable include: 

  1. Transactions: Mergers and Spin offs of sales forces for revenue and expense synergy 
    1. When, how, and why to integrate sales forces (and when not to) 
    2. Headcount rationalization and organization transformation 
    3. Synergies through cross-selling, process improvement, and pricing strategy 

  1. Investing in sales talent to create competitive advantage 
    1. Sales compensation design to attract and retain top talent without breaking the bank 
    2. Sales competencies that align with strategy, process, and available labor 
    3. Sales enablement to improve time to full productivity 

  1. The role of AI in commercial strategy and effectiveness 
    1. Dispelling myths… what AI is and isn’t 
    2. Use cases for AI in sales & marketing for the near term and long term 
    3. Creating competitive differentiation and ROI with AI 

  1. Improve the effectiveness of a subscription-based monetization model
    1. Segmenting customers to determine ideal go to market structure 
    2. How to align to value while also increasing recurring fees 
    3. Measuring impact through effective KPIs 

  1. Building the ideal sales playbook to increase wins 
    1. Confirming ideal customer profile (ICP) and buyer personas   
    2. Competitor battle cards to increase win rates  
    3. Value selling plays to realize higher prices 

Who Should Attend: FinTech Leaders, Revenue Operations Leaders, PE Operators, Chief Revenue Officers, Chief Financial Officers 

This event is sponsored by Simon-Kucher so there is no fee to attend, however you need to apply to register to attend.


Event details
  • In Person
  • Tuesday, July 23, 2024
  • 10:00 - 15:00 EDT
  • Simon-Kucher New York Office, 225 Liberty Street, 41st Floor, New York, NY 10281

Simon-Kucher New York Office

225 Liberty Street
41st Floor
New York, NY 10281
United States


Scott Sands
Senior Partner
Atlanta, USA
Toronto, Canada
Rohan Shah
New York, USA
New York, USA


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