Partner programs that scale and are compliant
Trusted by the brands shaping financial technology
The Problem:
The Solution:
Partnership transformation for Fintech: your guide
Learn how to build a partner ecosystem where growth and governance work together. The guide covers the tools and processes behind onboarding, lead management, and engagement across the full partner lifecycle.
Onboard & train
partners on demand
Manage leads & deals
with clear attribution
Engage partners
from recruitment to revenue
What FinTech partner teams say
“It’s our partners’ one-stop shop. It’s everything that they need at their fingertips. The tool is just so robust, and it really helps set the standard.”
—Anthony Moy
Partner Experience Manager, Mambu
“We’re really able to create a 360-degree view of a partner, right from the beginning all the way through to when they’re a fully-established, fully-fledged partner of ours.”
—Steve Newton
Digital Transformation Lead, Finastra
From fragmented to controlled, end to end
Partner Journey
Recruit
Partner Identification
Marketing Automation
Enroll
Terms Management
Onboard
Journey Orchestration
Marketplace
Engage & Communicate
Personalized Alerts
Train & Enable
Tech Stack Integration
Propensity to Buy
Scoring
Targeted Engagement
Generate Demand
Marketing Development Funds (MDF)
Partner Marketplace
Referral Management
Manage Pipeline
Deal Registration
Co-Sell
Increased Revenue
Shorter Sales Cycles
Sell & Transact
Marketplace Transactions
Asset Library
Co-branded Collateral
Motivate & Reward
Rewards Management
Plan & Optimize
Aimi Sales Coach
Measure
See what partner-led growth looks like when governance scales with it
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*Results from a commissioned Total Economic Impact™ analysis conducted by Forrester Consulting.