RevOps for FinTech and Financial Services
Where your numbers, tools, and teams finally agree.
InTandem embeds vetted RevOps experts who connect every part of your revenue engine into a data-driven system built for scalable go-to-market operations.
Trusted by Leaders in Finance
Results You
Can Rely On
500+
Industry Experts
Work with operators who know financial services and FinTech.
100%
Scalable Support
Adjust hours, scope, and expertise whenever you need.
> 72
Hours to Match
Save significant time and money finding a partner.
The structure behind
scalable, compliant growth
Leaders in FinTech and financial services are under constant pressure to grow revenue while maintaining precision and compliance. But as teams, tools, and data multiply, visibility across the revenue cycle becomes harder to sustain.
Common RevOps Challenges in FinTech and Financial Services:
- Disconnected marketing, sales, and account management functions leading to reporting gaps
- Manual reporting and fragmented tech stacks
- Difficulty forecasting with precision across teams
- Regulatory risk due to a lack of operational control
InTandem pairs you with revenue operations experts who’ve seen and solved these problems. They partner with you by building data integrity, streamlining tools, and designing processes that scale.
scalable, compliant growth
Leaders in FinTech and financial services are under constant pressure to grow revenue while maintaining precision and compliance. But as teams, tools, and data multiply, visibility across the revenue cycle becomes harder to sustain.
Common RevOps Challenges in FinTech and Financial Services:
- Disconnected marketing, sales, and account management functions leading to reporting gaps
- Manual reporting and fragmented tech stacks
- Difficulty forecasting with precision across teams
- Regulatory risk due to a lack of operational control
InTandem pairs you with revenue operations experts who’ve seen and solved these problems. They partner with you by building data integrity, streamlining tools, and designing processes that scale.
RevOps Solutions Built
for FinTech and Financial Services
Enhance your profitability and growth with our RevOps services designed to deliver clear and measurable results.
Marketing Ops
We connect every marketing effort to real revenue outcomes. Our experts unify data across systems, automate lead flow, and measure what drives performance, so every campaign is compliant, efficient, and built to deliver measurable ROI.
Some of the solutions we offer:
- Campaign Management
- Marketing Analytics
- MQL Scoring
- Lead Routing
- Marketing automation tool setup + Admin
Sales Ops
We bring structure and speed to sales. From clean CRM data to compliant incentive plans and accurate forecasts, our experts make your pipeline predictable and your sales process transparent.
Some of the solutions we offer:
- Territory Design
- Compensation Plans + Admin
- Analytics & Reporting
- CRM Setup + Admin
- Tech Stack Design + Management
Customer Success Ops
Our experts operationalize customer success with automated renewals, predictive health insights, and reporting built for accuracy, giving you loyal clients and predictable recurring revenue.
Some of the solutions we offer:
- Onboarding Design
- Client Health Tracking
- Up/Cross-Sell Motions
- CS Tooling + Admin
Paul M.
Origin
“Partnering with InTandem on critical solutions for better lifecycle management of our deals has improved our Salesforce hygiene immensely and allowed our commercial team to navigate Salesforce with ease.”
How you get the right expert in under 72 hours
You don’t need a six-month ramp to see results. Tell us what’s not working and we do the heavy lifting.
Discovery &
Audit Call
Tell us your goals, your challenges, your roadblocks.
AI-Powered
Expert Screening
We use Al + human review to find and select the best expert for your needs.
Match Introduction
& Confirmation
You’re introduced to the expert within 72 hours for a 1:1 meeting to confirm the fit.
You choose how many hours you need and can adjust at any time.
Expert Joins
Your Team
They’re ready to go on day one. No lengthy onboarding or training required.
Not a fit? We’ll match you with another expert within 72 hours, free of charge.
Meet our 500+ FinTech and Financial Services RevOps Experts
What happens when everything works InTandem
Predictable Pipeline,
Predictable Growth
Your team gains full visibility into every stage of the pipeline. Movement is clear, forecasts are reliable, and revenue performance becomes easier to guide.
Compliant Systems,
Lower Risk
Workflows and processes are compliant, so teams have the confidence to operate without financial or regulatory risk.
Data Accuracy,
Unified Reporting
Reports align across every system, giving finance teams full visibility into performance, risk, and opportunity.
Better Forecasting,
Strategic Decision-Making
Streamlined and automated workflows that cut reporting time, freeing teams to focus on strategy and measurable growth.
Got Questions?
How fast can we get started?
Do we need to commit to a long-term contract?
Can you work with our existing CRM and tools?
How do you handle compliance and data security?
Can you help us integrate AI into our RevOps stack?
Still got questions? Click here.
Flexible engagements tailored to your needs
-
On-Demand Expert Network
Access hundreds of pre-vetted operations experts who can begin supporting your business needs within 72 hours. InTandem is ideal for commercial leaders looking to increase their operational resource capacity.
-
Ready for Any Challenge
Engagements range from 5 to 40 hours per week, allowing us to provide coverage for your needs from specific project execution to parental leave coverage. InTandem loves to form long-term partnerships as well and offers discounts for commitments beyond 3 months.