Drive Cloud Marketplace Success in Financial Services​

Financial service institutions spend over $1 trillion USD annually on technology, with budgets increasing every year. From cybersecurity and document management to marketing automation and the latest data analytics & AI/ML tools, FinServ institutions have a wide range of technology needs.

Cloud marketplaces  like AWS, Azure, Google Cloud and Salesforce AppExchange are quickly becoming a channel of choice to enhance customer experiences, streamline operations, and drive long-term growth, while managing security and compliance risks.

Cloud Marketplaces Benefits for Financial Services and FinTech Solutions

Data governance & compliance

Preventing fraud and adhering to regulatory compliance (like FDIC) is critical. Marketplace solutions have been vetted by trusted providers and can include Know-Your-Customer (KYC) protocols as part of the process of being transactable.

Ease of integration​

Digital teams want to minimize tech debt and ensure solutions integrate seamlessly with their CSP or CRM.

Streamlined legal & procurement​

With safeguarding consumers and investors in mind, approved legal templates from each cloud provider can cut down on unnecessary back and forth and make this process easier.

Access to committed spend​

Many financial institutions have multi-year contracts with cloud providers that include committed spend budgets or cloud credits. Like pre-loaded gift cards, these credits must be used on their CSP’s products or third-party marketplace solutions.

Co-sell​ opportunities

Sales reps at AWS, Azure, Google, and Salesforce help customers choose new solutions. If you’re listed on the relevant marketplace, you can enter into a co-selling relationship, get introduced by trusted partners, and drive more revenue.

Scalability & reliability

Third-party solutions on cloud marketplaces are built to be scalable with your CSP and CRM data – and reliably secure and compliant.

Nintex Sees Tangible ROI Working with Invisory

All of Your Cloud GTM Needs to Drive Marketplace Success in Financial Services

Get listed faster and manage metering with Invisory’s API integrations

Hyperscaler Cloud Marketplaces require ISVs to build API integrations or partner with a Cloud GTM partner like Invisory to get listed on the cloud marketplace and manage metering. Note: API integrations are not required for the Salesforce AppExchange.

Fine-tune your message for each marketplace and industry 

Invisory’s best-in-class messaging exercises ensure that you’re tailoring your messaging to 1) each ecosystem and 2) the financial services industry in particular.

Streamline co-sell 

With built-in co-sell features on Invisory’s Cloud GTM platform, ISVs can better manage their cloud marketplace listings and partner relationships – all in one place. Also benefit from support with co-sell submissions, hands-on training for your sales team, improved discovery questions, and more.

Integrate with your CRM 

Sync your cloud marketplace data with Salesforce or HubSpot, so that you can keep better track of your co-sell pipeline and partner-led deals. 

Benefit from expert-built GTM playbooks and templates 

Invisory’s templates for 1-pagers, battle cards, sales cards, and other assets help ISVs selling into FinServ reach success faster. Also ensure that your marketplace listing has best-in-class SEO, ecosystem messaging, and positioning so that your solution is easily discoverable by new prospects.

Access CSM support

Tap into the strategic thought leadership of your Invisory team. We’re marketplace experts who will help you navigate through the ecosystem and build a GTM motion that lasts.

Banks, insurers, wealth management firms, and FinTech firms are all about mitigating risks while driving ROI – hence procuring software through cloud marketplaces. If your solution isn’t listed on the relevant cloud marketplace (and further – if your listing is not optimized with the right keywords and messaging), chances are prospects will choose a competitor who is doing Cloud GTM right.

Don’t take that risk. Partner with Invisory to streamline your Cloud GTM strategy.

Ready to unlock success?

FAQ

  • What types of FinServ Institutions leverage cloud marketplaces?

    More and more customers across every area of FinServ are leveraging cloud marketplaces to procure software, including retail banking, commercial banking, mortgage and lending, corporate investment banking, group and benefits, life and annuity, agencies and brokerages, property and casualty, wealth management, asset management 

    Options to get started - build or buy. You can build in house or use a PDO (product development outsourcer), like CodeScience (now Bridgenext), Appiphony or Aquiva Labs are examples of PDO’s that can help organizations customize their solution for the Salesforce ecosystem. Partnering with a Cloud GTM solution, like Invisory, can help  accelerate success with playbooks on successfully messaging to Salesforce PAMs and AEs for  faster co-selling success.

  • I thought cloud marketplaces were only for major enterprises and multi-national banks. Is this true?

    Not at all! As one of the fastest growing channels in B2B software, ISVs and banks of all shapes and sizes are buying and selling on cloud marketplaces, including major banks like Chase, Wells Fargo, and Bank of America, as well as mid-market and regional financial institutions you probably haven't heard of.