Navigating Financial Services Markets

Helping technology companies understand where their products fit in financial services, build highly targeted ideal customer profiles (ICPs), and develop the messaging to take them to market.

STAC Research is partnering with Ticker GTM to help its members accelerate their go-to-market efforts in financial services - going beyond technology and features to articulate how they solve business problems.

“Financial Services is not a market. It’s 20+ distinct markets with different economics, business workflows, regulatory models, and buying dynamics. “

Paul Geraghty, Managing Director, Ticker GTM

Go-to-Market Solutions for technology and financial services firms

  1. Understand the market and your customers: Build a deeper understanding of the financial services segments, workflows, organizations and personas relevant to your proposition.

  2. Identify where your product fits: Analyse product/market fit across segments and workflows and build highly targeted ideal customer profiles (ICPs).

  3. Develop your market-ready messaging: Create Day 1 messaging that connects your technology to the specific challenges customers face - and translate it into content for websites, collateral and sales decks.

  4. Prepare for customer conversations: Develop prospecting playbooks that give your team the industry knowledge, customer insight and messaging needed for value-based conversations.

Why Ticker GTM

  • 20+ years developing compelling messaging to take complex B2B propositions to market.

  • Deep financial services, capital markets and technology expertise, including work with Exegy, LSEG and Lumen.

  • Six-month checkpoint to review market feedback and refine targeting and messaging as necessary.