How financial companies can find partners
The financial services industry is a dynamic landscape fueled by innovation and collaboration. Building strong partnerships is key to unlocking new markets, expanding product offerings, and staying ahead of the curve. This article provides a comprehensive guide for financial companies, encompassing various types of institutions like financial brokerages, wealth management firms, FinTech SaaS companies, and real estate investment firms, to discover and acquire the right partners and achieve their strategic goals.
1. Attend conferences
We, at Wetalent.AI talk a lot about conferences of all types, as one of the best ways to build connections. They offer a vibrant platform to connect with potential partners, gain market insights, and stay informed of the latest trends.
In the previous article we explored specialized partnership conferences, and in this one, we want to introduce some of our favorite financial conferences:
1. Money20/20: This global series of conferences brings together leading players in payments, banking, and financial inclusion. Expect insightful keynotes, interactive workshops, and ample networking opportunities across various editions.
Dates & Locations:
2. Seamless Middle East: The premier payments and commerce event for the Middle East and North Africa region. Discover the latest trends in mobile payments, digital wallets, and financial inclusion. Explore partnership opportunities with regional players at Seamless Middle East.
Date & Location:
3. Wealth Management EDGE: This conference focuses on the evolving landscape of wealth management, with sessions on portfolio management, client engagement strategies, and leveraging technology. Network with wealth advisors, asset managers, and technology providers at the upcoming edition.
Date & Location:
4. Ftt Embedded Finance: This conference delves into how financial services are becoming seamlessly integrated into non-financial ecosystems. Explore the potential of embedded finance for your business and connect with potential partners driving this transformation.
Date & Location:
5. Finnovate Fall: This renowned series showcases cutting-edge fintech innovations across various locations globally. Discover disruptive startups and established players, and explore partnership possibilities to accelerate your innovation journey.
Date & Location:
6. Sibos: Held annually, Sibos is a major event for the global financial services community, focusing on trade finance and post-trade solutions. Explore the trade finance ecosystem and connect with potential partners to enhance your cross-border transactions.
Date & Location:
In the previous article we explored specialized partnership conferences, and in this one, we want to introduce some of our favorite financial conferences:
1. Money20/20: This global series of conferences brings together leading players in payments, banking, and financial inclusion. Expect insightful keynotes, interactive workshops, and ample networking opportunities across various editions.
Dates & Locations:
- 23-25 April. Bangkok, Thailand
- 4-6 June. Amsterdam, Netherlands
- 27-30 October. Las Vegas, USA
2. Seamless Middle East: The premier payments and commerce event for the Middle East and North Africa region. Discover the latest trends in mobile payments, digital wallets, and financial inclusion. Explore partnership opportunities with regional players at Seamless Middle East.
Date & Location:
- 14-16 May. Dubai, UAE
3. Wealth Management EDGE: This conference focuses on the evolving landscape of wealth management, with sessions on portfolio management, client engagement strategies, and leveraging technology. Network with wealth advisors, asset managers, and technology providers at the upcoming edition.
Date & Location:
- 13-17 May. Los Angeles, USA
4. Ftt Embedded Finance: This conference delves into how financial services are becoming seamlessly integrated into non-financial ecosystems. Explore the potential of embedded finance for your business and connect with potential partners driving this transformation.
Date & Location:
- 21 May. London, UK
5. Finnovate Fall: This renowned series showcases cutting-edge fintech innovations across various locations globally. Discover disruptive startups and established players, and explore partnership possibilities to accelerate your innovation journey.
Date & Location:
- 9-11 September. New York, USA
6. Sibos: Held annually, Sibos is a major event for the global financial services community, focusing on trade finance and post-trade solutions. Explore the trade finance ecosystem and connect with potential partners to enhance your cross-border transactions.
Date & Location:
- 21-24 October. Beijing, China
2. Use partner discovery platforms
Beyond conferences, financial institutions can discover valuable partners through specialized service platforms that connect businesses with providers of specific skills and solutions. Here's how these platforms can streamline your partner discovery process:
- Wetalent.AI — our team will help you identify potential partner profiles and choose a verified partner from our current clients. Once partners are found, our partner management platform with an integrated AI assistant will help analyze data on the effectiveness of the partnership program (ROI, conversions, engagement, etc.) and establish a communication workflow with partners to keep them active.
- Expando is an AI-powered Partner Marketplace platform designed to enhance B2B sales success by facilitating partnerships between tech companies and industry experts. This platform, primarily targeted at B2B SaaS companies, helps these businesses identify and access sales-qualified leads through a network of vetted referral partners.
- Breezy aims to address the challenge of searching for partners by providing an automated discovery engine that helps managers find and organize relevant partners more quickly and efficiently. Breezy's approach to partner discovery is unique in that it searches the entire web, not just one network, to uncover relevant partners of all shapes and sizes. This includes traditional affiliates, influencers, and complementary businesses.
- Partnerhub is a platform that matches businesses with partners based on customer profiles, suggesting new partnerships and allowing users to browse the marketplace, post new opportunities, or add their partners. Partnerhub aims to ensure that businesses are at the top of their partners' minds by being in the same place.
- Affinity streamlines the process of finding partners by offering a CRM solution, enabling teams to access relationship intelligence based on their entire network's activities. By harnessing this data through machine learning and AI analysis, Affinity provides unique insights into relationships, helping companies understand the strength of connections and identify opportunities for collaboration and partnership.
3. Master partner outreach
Conferences and marketplaces offer excellent avenues for partner discovery, but what about taking a more proactive approach? Partner outreach allows you to directly connect with potential partners who align with your strategic goals. Here, we explore several powerful outreach tools specifically designed for the financial services industry:
- Apollo: This sales engagement platform empowers you to build targeted prospect lists, automate outreach sequences, and track engagement metrics. Leverage Apollo's powerful search filters to identify financial services professionals and decision-makers who could be ideal partners.
- Signum.AI: This AI-powered platform takes outreach a step further. Signum.AI uses AI to track partner behavior on social media and personalize outreach at scale, increasing response rates. Craft compelling messaging tailored to each potential partner's specific needs and interests.
- Lemlist: Known for its user-friendly interface and engaging email templates, Lemlist simplifies crafting personalized outreach campaigns. This platform integrates seamlessly with your CRM, making it easy to manage the entire outreach process in one place.
- Waalaxy: This multi-channel outreach platform allows you to connect with potential partners via email and LinkedIn automation. Waalaxy's automation features streamline outreach workflows and free up your time to focus on building relationships.
Use case:
Step 1: Identify potential partners with Apollo
Step 2: Craft personalized outreach with Signum.AI
Step 3: Automate email campaigns with Lemlist
Step 4: Automate LinkedIn campaigns with Waalaxy
Step 1: Identify potential partners with Apollo
- Head to Apollo and use their advanced search filters. Focus on financial services professionals and decision-makers with titles and companies that align with your strategic partnership goals.
- As you identify potential partners, add them to a targeted prospect list within Apollo.
Step 2: Craft personalized outreach with Signum.AI
- Import your Apollo list into Signum.AI. It will analyze potential partners' social media activity, allowing you to understand their interests and challenges.
- Leverage Signum.AI's AI capabilities to personalize your outreach at scale. Craft email messaging that directly addresses their specific needs and highlights the value proposition of your potential partnership.
Step 3: Automate email campaigns with Lemlist
- Import your Apollo partnership list and personalized outreach messages from Signum.AI into Lemlist.
- Leverage Lemlist's powerful features to design multi-touch email campaigns. Schedule follow-up emails, personalize greetings and signatures, and track key engagement metrics like open rates and click-through rates.
Step 4: Automate LinkedIn campaigns with Waalaxy
- Import your Apollo partnership list and personalized outreach messages from Signum.AI into Waalaxy.
- Utilize Waalaxy's automation features to schedule LinkedIn outreach sequences, manage follow-ups, and eliminate repetitive tasks.
Conclusion
By implementing the strategies outlined in this comprehensive guide, you've equipped yourself with the knowledge and tools to discover and acquire the ideal partners who can propel your financial institution toward success.
Wetalent.AI provides the perfect platform to manage these valuable partnerships. Our all-in-one solution streamlines communication automates essential tasks, and delivers actionable data-driven insights to optimize partner performance and maximize the ROI of your strategic alliances.
Wetalent.AI provides the perfect platform to manage these valuable partnerships. Our all-in-one solution streamlines communication automates essential tasks, and delivers actionable data-driven insights to optimize partner performance and maximize the ROI of your strategic alliances.
Experience the power of AI-driven partnership management. Book a demo now and witness the potential of Wetalent.ai in accelerating your business growth
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