Case Studies

How Finastra Transformed Partner Engagement and Management

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Each day millions of partners in nearly every industry across the globe access Impartner. Why? Because the partner experience matters and leading channel organizations agree. Impartner is the fastest-growing, most award-winning channel management solution provider on the market. Our partner relationship management (PRM) and partner marketing automation (PMA) solutions help companies accelerate revenue and profitability through their indirect sales channels at every partner lifecycle touchpoint. From partner training and certifications to communications, business planning, and performance compliance, Impartner handles it all and more with best practices and automation built in. Need to accelerate your partnerships? Solution Use Impartner PRM Platform Connections At Finastra, we placed significant investment into ensuring partners have a great digital experience by thinking about what's necessary and relevant to a partner at each stage of the journey. The platform is a single source of truth for our partners, and it has everything they need to be successful." Steve Newton, Digital Transformation Lead In two months, Finastra had a new automated platform set up and ready to go. The results were transformational. With Impartner, Finastra's partner account managers no longer had to manage manual tasks. The platform became a single source of truth for partners, curating all required content, policies, program updates, and sales training into one place. From onboarding journeys to tailoring email communications, Finastra was empowered to automate and centralize their partner processes and save their account team time on deal registration and other partner related activities such as business planning, reporting and analytics. From a metrics standpoint, Finastra saw significant improvements in time savings, engagement levels, and operational eciency. Most importantly, this operational ease and eciency translated directly into enhanced partner satisfaction and engagement. Partners regularly gave excellent feedback after seeing the platform, noting that it stood out well above other fintech vendors they work with. For the first time, Finastra had the ability to understand active levels of partner engagement, calculating a 648% increase in partner account engagement growth since using Impartner. Their investment in a superior partner experience and 24/7 digital engagement in the fintech space paid o. In a rapidly evolving digital landscape, Finastra recognized the need for robust partner management. Impartner was not just a solution but a strategic partner in their journey to optimize their partner strategies. With Impartner, Finastra achieved greater eciency and elevated its partner experience, reinforcing its commitment to a partner-first approach. Finastra is now better equipped than ever to accelerate partner-driven growth in the fintech sector. " We have the ability 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 " • CRM Sync: easy, self-configurable integration • Dynamic Forms & Workflows: scalable partner management • Deal Registration: accurate pipeline management • Asset Library: unlimited digital asset management • Analytics: performance analytics and reporting • Content Management: personalized messaging & segmentation tools • Single Sign On: to an external Learning Management System (LMS) © 2025 IMPARTNER. All rights reserved. Outcome Conclusion About Impartner HQ: +1 (801) 501-7000 | Paris: +33 (0) 1 87 16 73 86 | London: +44 (0) 204 576 9682 Book a Demo

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